Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.05%
1.47%
6 Months
6.73%
5.42%
1 Year
−2.26%
9.64%
3 Years
32.06%
10.36%
5 Years
—
7.75%
Since Inception
37.04%
11.08%
Fund Age
3 yrs
9 yrs 11 mo
AUM
₹174.65 Cr
₹66.05 Cr
Alpha – 1 Year
−5.24%
9.99%
Alpha – 3 Years
20.17%
1.36%
Information Ratio – 3 Years
0.81
0.51
Volatility – 1 Year
26.32%
17.05%
Volatility – 3 Years
22.60%
14.23%
Beta – 1 Year
1.14
1.05
Beta – 3 Years
0.69
1.00
Sharpe Ratio – 1 Year
-0.17
0.31
Sharpe Ratio – 3 Years
1.11
0.40
Worst Rolling Year
32.07%
0.57%
Value at Worst Rolling Year
₹1.32 Cr
₹1.01 Cr
Deepest Drawdown
−30.55%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
33.22%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
—
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—