Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Incred Focused Healthcare Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
6.73%
−1.13%
1 Year
−2.26%
6.59%
3 Years
32.06%
20.44%
5 Years
—
16.17%
Since Inception
37.04%
13.07%
Fund Age
3 yrs
15 yrs 3 mo
AUM
₹174.65 Cr
—
Alpha – 1 Year
−5.24%
6.87%
Alpha – 3 Years
20.17%
9.23%
Information Ratio – 3 Years
0.81
1.61
Volatility – 1 Year
26.32%
20.58%
Volatility – 3 Years
22.60%
16.59%
Beta – 1 Year
1.14
1.21
Beta – 3 Years
0.69
1.13
Sharpe Ratio – 1 Year
-0.17
0.15
Sharpe Ratio – 3 Years
1.11
0.90
Worst Rolling Year
32.07%
13.98%
Value at Worst Rolling Year
₹1.32 Cr
₹1.14 Cr
Deepest Drawdown
−30.55%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
Top 5 Holdings
—
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1.5% / 1% / 0.5%