Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
6.73%
19.55%
1 Year
−2.26%
11.69%
3 Years
32.06%
15.46%
5 Years
—
—
Since Inception
37.04%
23.05%
Fund Age
3 yrs
3 yrs 4 mo
AUM
₹174.65 Cr
₹95.08 Cr
Alpha – 1 Year
−5.24%
8.71%
Alpha – 3 Years
20.17%
3.58%
Information Ratio – 3 Years
0.81
0.52
Volatility – 1 Year
26.32%
27.25%
Volatility – 3 Years
22.60%
23.29%
Beta – 1 Year
1.14
1.44
Beta – 3 Years
0.69
1.22
Sharpe Ratio – 1 Year
-0.17
0.33
Sharpe Ratio – 3 Years
1.11
0.66
Worst Rolling Year
32.07%
15.47%
Value at Worst Rolling Year
₹1.32 Cr
₹1.15 Cr
Deepest Drawdown
−30.55%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
17.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%