Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.05%
2.10%
6 Months
6.73%
29.13%
1 Year
−2.26%
20.96%
3 Years
32.06%
17.22%
5 Years
—
—
Since Inception
37.04%
23.59%
Fund Age
3 yrs
3 yrs 7 mo
AUM
₹174.65 Cr
₹147.56 Cr
Alpha – 1 Year
−5.24%
16.24%
Alpha – 3 Years
20.17%
5.13%
Information Ratio – 3 Years
0.81
0.33
Volatility – 1 Year
26.32%
30.80%
Volatility – 3 Years
22.60%
25.65%
Beta – 1 Year
1.14
1.54
Beta – 3 Years
0.69
1.41
Sharpe Ratio – 1 Year
-0.17
0.58
Sharpe Ratio – 3 Years
1.11
0.54
Worst Rolling Year
32.07%
15.38%
Value at Worst Rolling Year
₹1.32 Cr
₹1.15 Cr
Deepest Drawdown
−30.55%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
21.14%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 63% · M 11% · S 17%
Number of Stocks
—
18
Portfolio P/E
—
—
Top 5 Holdings
—
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
—
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%