Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
PGIM India - Phoenix Portfolio
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%
3.66%
6 Months
6.73%
18.51%
1 Year
−2.26%
2.32%
3 Years
32.06%
8.56%
5 Years
—
13.23%
Since Inception
37.04%
12.52%
Fund Age
3 yrs
10 yrs
AUM
₹174.65 Cr
₹60.22 Cr
Alpha – 1 Year
−5.24%
2.67%
Alpha – 3 Years
20.17%
−0.44%
Information Ratio – 3 Years
0.81
-0.03
Volatility – 1 Year
26.32%
27.56%
Volatility – 3 Years
22.60%
21.93%
Beta – 1 Year
1.14
1.33
Beta – 3 Years
0.69
1.17
Sharpe Ratio – 1 Year
-0.17
0.01
Sharpe Ratio – 3 Years
1.11
0.24
Worst Rolling Year
32.07%
-13.90%
Value at Worst Rolling Year
₹1.32 Cr
₹0.86 Cr
Deepest Drawdown
−30.55%
−31.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
33.22%
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 3% · S 93%
Number of Stocks
—
26
Portfolio P/E
—
25.30
Top 5 Holdings
—
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%