Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
6.73%
8.08%
1 Year
−2.26%
10.16%
3 Years
32.06%
15.60%
5 Years
—
—
Since Inception
37.04%
19.84%
Fund Age
3 yrs
6 yrs 11 mo
AUM
₹174.65 Cr
₹3.18 Cr
Alpha – 1 Year
−5.24%
7.18%
Alpha – 3 Years
20.17%
3.72%
Information Ratio – 3 Years
0.81
0.60
Volatility – 1 Year
26.32%
19.93%
Volatility – 3 Years
22.60%
18.09%
Beta – 1 Year
1.14
1.12
Beta – 3 Years
0.69
1.14
Sharpe Ratio – 1 Year
-0.17
0.31
Sharpe Ratio – 3 Years
1.11
0.60
Worst Rolling Year
32.07%
14.68%
Value at Worst Rolling Year
₹1.32 Cr
₹1.15 Cr
Deepest Drawdown
−30.55%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
—
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –