Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Merisis Catalyst Series 1
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%
−2.20%
6 Months
6.73%
9.62%
1 Year
−2.26%
—
3 Years
32.06%
—
5 Years
—
—
Since Inception
37.04%
3.28%
Fund Age
3 yrs
9 mo
AUM
₹174.65 Cr
₹0.81 Cr
Alpha – 1 Year
−5.24%
—
Alpha – 3 Years
20.17%
—
Information Ratio – 3 Years
0.81
—
Volatility – 1 Year
26.32%
—
Volatility – 3 Years
22.60%
—
Beta – 1 Year
1.14
—
Beta – 3 Years
0.69
—
Sharpe Ratio – 1 Year
-0.17
—
Sharpe Ratio – 3 Years
1.11
—
Worst Rolling Year
32.07%
—
Value at Worst Rolling Year
₹1.32 Cr
—
Deepest Drawdown
−30.55%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
33.22%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 79%
Number of Stocks
—
8
Portfolio P/E
—
32.20
Top 5 Holdings
—
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
Top Sectors
—
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Fixed Fee
2.50% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%