Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Renaissance - Midcap 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%
3.30%
6 Months
6.73%
9.86%
1 Year
−2.26%
0.86%
3 Years
32.06%
8.29%
5 Years
—
15.11%
Since Inception
37.04%
11.40%
Fund Age
3 yrs
8 yrs 7 mo
AUM
₹174.65 Cr
₹119.22 Cr
Alpha – 1 Year
−5.24%
1.21%
Alpha – 3 Years
20.17%
−0.71%
Information Ratio – 3 Years
0.81
-0.05
Volatility – 1 Year
26.32%
21.27%
Volatility – 3 Years
22.60%
19.22%
Beta – 1 Year
1.14
1.20
Beta – 3 Years
0.69
1.19
Sharpe Ratio – 1 Year
-0.17
-0.10
Sharpe Ratio – 3 Years
1.11
0.25
Worst Rolling Year
32.07%
0.71%
Value at Worst Rolling Year
₹1.32 Cr
₹1.01 Cr
Deepest Drawdown
−30.55%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
33.22%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
Top 5 Holdings
—
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%