Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Polaris Human Plus Machine Converged Equity 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%
9.44%
6 Months
6.73%
2.42%
1 Year
−2.26%
1.29%
3 Years
32.06%
—
5 Years
—
—
Since Inception
37.04%
23.68%
Fund Age
3 yrs
4 mo
AUM
₹174.65 Cr
₹2.91 Cr
Alpha – 1 Year
−5.24%
0.33%
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
—
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
Top 5 Holdings
—
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
—
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%