Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs NARNOLIA MULTI-ASSET STRATEGY
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.05%
1.00%
6 Months
6.73%
7.03%
1 Year
−2.26%
8.97%
3 Years
32.06%
12.56%
5 Years
—
10.89%
Since Inception
37.04%
15.48%
Fund Age
3 yrs
7 yrs
AUM
₹174.65 Cr
₹3.36 Cr
Alpha – 1 Year
−5.24%
9.32%
Alpha – 3 Years
20.17%
3.56%
Information Ratio – 3 Years
0.81
0.54
Volatility – 1 Year
26.32%
8.58%
Volatility – 3 Years
22.60%
12.10%
Beta – 1 Year
1.14
0.48
Beta – 3 Years
0.69
0.78
Sharpe Ratio – 1 Year
-0.17
0.43
Sharpe Ratio – 3 Years
1.11
0.61
Worst Rolling Year
32.07%
9.53%
Value at Worst Rolling Year
₹1.32 Cr
₹1.10 Cr
Deepest Drawdown
−30.55%
−17.45%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
16.23%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%