Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Master Trust India Growth Strategy
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%
5.45%
6 Months
6.73%
16.85%
1 Year
−2.26%
9.30%
3 Years
32.06%
14.05%
5 Years
—
14.30%
Since Inception
37.04%
24.29%
Fund Age
3 yrs
14 yrs 10 mo
AUM
₹174.65 Cr
₹372.24 Cr
Alpha – 1 Year
−5.24%
4.58%
Alpha – 3 Years
20.17%
1.97%
Information Ratio – 3 Years
0.81
0.33
Volatility – 1 Year
26.32%
21.18%
Volatility – 3 Years
22.60%
20.18%
Beta – 1 Year
1.14
1.04
Beta – 3 Years
0.69
1.12
Sharpe Ratio – 1 Year
-0.17
0.27
Sharpe Ratio – 3 Years
1.11
0.49
Worst Rolling Year
32.07%
-10.46%
Value at Worst Rolling Year
₹1.32 Cr
₹0.90 Cr
Deepest Drawdown
−30.55%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
33.22%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1.5% / 0.5%