Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.05%
0.97%
6 Months
6.73%
6.33%
1 Year
−2.26%
−0.99%
3 Years
32.06%
6.26%
5 Years
—
6.47%
Since Inception
37.04%
5.18%
Fund Age
3 yrs
19 yrs 5 mo
AUM
₹174.65 Cr
₹95.89 Cr
Alpha – 1 Year
−5.24%
2.51%
Alpha – 3 Years
20.17%
−2.73%
Information Ratio – 3 Years
0.81
-0.10
Volatility – 1 Year
26.32%
20.93%
Volatility – 3 Years
22.60%
17.77%
Beta – 1 Year
1.14
1.14
Beta – 3 Years
0.69
1.05
Sharpe Ratio – 1 Year
-0.17
-0.20
Sharpe Ratio – 3 Years
1.11
0.23
Worst Rolling Year
32.07%
-21.50%
Value at Worst Rolling Year
₹1.32 Cr
₹0.79 Cr
Deepest Drawdown
−30.55%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
33.22%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
—
L 77% · M 12% · S 11%
Number of Stocks
—
57
Portfolio P/E
—
—
Top 5 Holdings
—
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%