Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
6.73%
19.15%
1 Year
−2.26%
14.85%
3 Years
32.06%
14.64%
5 Years
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—
Since Inception
37.04%
15.52%
Fund Age
3 yrs
3 yrs 3 mo
AUM
₹174.65 Cr
₹213.16 Cr
Alpha – 1 Year
−5.24%
10.13%
Alpha – 3 Years
20.17%
2.55%
Information Ratio – 3 Years
0.81
0.17
Volatility – 1 Year
26.32%
28.62%
Volatility – 3 Years
22.60%
24.62%
Beta – 1 Year
1.14
1.48
Beta – 3 Years
0.69
1.33
Sharpe Ratio – 1 Year
-0.17
0.43
Sharpe Ratio – 3 Years
1.11
0.46
Worst Rolling Year
32.07%
12.87%
Value at Worst Rolling Year
₹1.32 Cr
₹1.13 Cr
Deepest Drawdown
−30.55%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
15.08%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
—
33
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%
2% / 1% / 0%