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Incred Focused Healthcare Portfolio vs Prime Vision Balanced

Incred Focused Healthcare Portfolio

Prime Vision Balanced

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Growth of ₹1 Crore

Incred Focused Healthcare Portfolio

Prime Vision Balanced

Return for the risk

3 yrs return

10%

15%

20%

25%

30%

35%

40%

Nifty 500 · 11.9%

Incred Focused Healthcare Portfolio

32.1% • vol 22.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

4.05%

1.47%

6 Months

6.73%

1.43%

1 Year

−2.26%

—

3 Years

32.06%

—

5 Years

—

Since Inception

37.04%

3.41%

Fund Age

3 yrs

8 mo

AUM

₹174.65 Cr

₹1.87 Cr

Alpha – 1 Year

−5.24%

—

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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

0.80% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / 0%

1% / 0.5% / –

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