Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Kotak Pioneer Model Strategy Aggressive
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.05%
1.96%
6 Months
6.73%
−0.83%
1 Year
−2.26%
14.95%
3 Years
32.06%
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5 Years
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Since Inception
37.04%
15.45%
Fund Age
3 yrs
4 yrs 1 mo
AUM
₹174.65 Cr
₹67.74 Cr
Alpha – 1 Year
−5.24%
8.24%
Alpha – 3 Years
20.17%
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Information Ratio – 3 Years
0.81
0.30
Volatility – 1 Year
26.32%
16.48%
Volatility – 3 Years
22.60%
12.47%
Beta – 1 Year
1.14
1.58
Beta – 3 Years
0.69
1.45
Sharpe Ratio – 1 Year
-0.17
0.60
Sharpe Ratio – 3 Years
1.11
0.77
Worst Rolling Year
32.07%
13.91%
Value at Worst Rolling Year
₹1.32 Cr
₹1.14 Cr
Deepest Drawdown
−30.55%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
16.42%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
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HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –