Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Square 64 - Multicap
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Square 64 - Multicap
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%
5.13%
6 Months
6.73%
29.29%
1 Year
−2.26%
14.37%
3 Years
32.06%
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5 Years
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Since Inception
37.04%
7.27%
Fund Age
3 yrs
1 yr 10 mo
AUM
₹174.65 Cr
₹108.4 Cr
Alpha – 1 Year
−5.24%
9.65%
Alpha – 3 Years
20.17%
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Information Ratio – 3 Years
0.81
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Volatility – 1 Year
26.32%
30.58%
Volatility – 3 Years
22.60%
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Beta – 1 Year
1.14
1.41
Beta – 3 Years
0.69
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Sharpe Ratio – 1 Year
-0.17
0.40
Sharpe Ratio – 3 Years
1.11
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Worst Rolling Year
32.07%
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Value at Worst Rolling Year
₹1.32 Cr
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Deepest Drawdown
−30.55%
−25.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
33.22%
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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
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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