Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.05%
−3.00%
6 Months
6.73%
11.07%
1 Year
−2.26%
9.25%
3 Years
32.06%
3.01%
5 Years
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—
Since Inception
37.04%
10.50%
Fund Age
3 yrs
4 yrs 2 mo
AUM
₹174.65 Cr
₹74.56 Cr
Alpha – 1 Year
−5.24%
6.27%
Alpha – 3 Years
20.17%
−8.88%
Information Ratio – 3 Years
0.81
-0.48
Volatility – 1 Year
26.32%
15.51%
Volatility – 3 Years
22.60%
18.23%
Beta – 1 Year
1.14
0.71
Beta – 3 Years
0.69
0.88
Sharpe Ratio – 1 Year
-0.17
0.29
Sharpe Ratio – 3 Years
1.11
-0.05
Worst Rolling Year
32.07%
3.02%
Value at Worst Rolling Year
₹1.32 Cr
₹1.03 Cr
Deepest Drawdown
−30.55%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
9.99%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
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Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%