Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Marathon Trends - Trend Following
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%
1.43%
6 Months
6.73%
0.81%
1 Year
−2.26%
7.79%
3 Years
32.06%
9.10%
5 Years
—
—
Since Inception
37.04%
17.42%
Fund Age
3 yrs
8 yrs 11 mo
AUM
₹174.65 Cr
₹342.11 Cr
Alpha – 1 Year
−5.24%
3.07%
Alpha – 3 Years
20.17%
−2.99%
Information Ratio – 3 Years
0.81
0.29
Volatility – 1 Year
26.32%
17.73%
Volatility – 3 Years
22.60%
15.85%
Beta – 1 Year
1.14
1.00
Beta – 3 Years
0.69
0.98
Sharpe Ratio – 1 Year
-0.17
0.21
Sharpe Ratio – 3 Years
1.11
0.50
Worst Rolling Year
32.07%
9.10%
Value at Worst Rolling Year
₹1.32 Cr
₹1.09 Cr
Deepest Drawdown
−30.55%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
13.58%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 40% · M 35% · S 22%
Number of Stocks
—
23
Portfolio P/E
—
21.69
Top 5 Holdings
—
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%