Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Ksema - Alpha
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%
1.08%
6 Months
6.73%
1.74%
1 Year
−2.26%
10.49%
3 Years
32.06%
12.80%
5 Years
—
12.91%
Since Inception
37.04%
15.37%
Fund Age
3 yrs
7 yrs 7 mo
AUM
₹174.65 Cr
₹15.96 Cr
Alpha – 1 Year
−5.24%
10.84%
Alpha – 3 Years
20.17%
3.80%
Information Ratio – 3 Years
0.81
0.47
Volatility – 1 Year
26.32%
19.22%
Volatility – 3 Years
22.60%
17.53%
Beta – 1 Year
1.14
1.18
Beta – 3 Years
0.69
1.15
Sharpe Ratio – 1 Year
-0.17
0.34
Sharpe Ratio – 3 Years
1.11
0.48
Worst Rolling Year
32.07%
12.46%
Value at Worst Rolling Year
₹1.32 Cr
₹1.12 Cr
Deepest Drawdown
−30.55%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 64% · M 15% · S 21%
Number of Stocks
—
38
Portfolio P/E
—
24.65
Top 5 Holdings
—
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%