Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
NARNOLIA FUSION OPPORTUNITY 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%
2.32%
6 Months
6.73%
15.18%
1 Year
−2.26%
5.18%
3 Years
32.06%
8.86%
5 Years
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Since Inception
37.04%
14.74%
Fund Age
3 yrs
3 yrs 11 mo
AUM
₹174.65 Cr
₹36.85 Cr
Alpha – 1 Year
−5.24%
5.53%
Alpha – 3 Years
20.17%
−0.14%
Information Ratio – 3 Years
0.81
0.00
Volatility – 1 Year
26.32%
17.33%
Volatility – 3 Years
22.60%
18.22%
Beta – 1 Year
1.14
0.72
Beta – 3 Years
0.69
0.66
Sharpe Ratio – 1 Year
-0.17
0.08
Sharpe Ratio – 3 Years
1.11
0.27
Worst Rolling Year
32.07%
8.86%
Value at Worst Rolling Year
₹1.32 Cr
₹1.09 Cr
Deepest Drawdown
−30.55%
−35.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
16.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
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Top Sectors
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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%