Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Sincere - Metamorphosis Fund
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%
7.54%
6 Months
6.73%
15.73%
1 Year
−2.26%
16.44%
3 Years
32.06%
11.28%
5 Years
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Since Inception
37.04%
12.80%
Fund Age
3 yrs
3 yrs 3 mo
AUM
₹174.65 Cr
₹337.26 Cr
Alpha – 1 Year
−5.24%
11.72%
Alpha – 3 Years
20.17%
−0.81%
Information Ratio – 3 Years
0.81
-0.07
Volatility – 1 Year
26.32%
22.40%
Volatility – 3 Years
22.60%
20.08%
Beta – 1 Year
1.14
1.19
Beta – 3 Years
0.69
1.11
Sharpe Ratio – 1 Year
-0.17
0.55
Sharpe Ratio – 3 Years
1.11
0.37
Worst Rolling Year
32.07%
9.11%
Value at Worst Rolling Year
₹1.32 Cr
₹1.09 Cr
Deepest Drawdown
−30.55%
−28.19%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
10.48%
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
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Top 5 Holdings
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Top Sectors
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Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%