Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Tamohara - TRUFFLE
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%
8.72%
6 Months
6.73%
28.59%
1 Year
−2.26%
28.02%
3 Years
32.06%
18.67%
5 Years
—
17.18%
Since Inception
37.04%
20.03%
Fund Age
3 yrs
5 yrs 4 mo
AUM
₹174.65 Cr
₹221.27 Cr
Alpha – 1 Year
−5.24%
28.37%
Alpha – 3 Years
20.17%
9.68%
Information Ratio – 3 Years
0.81
0.87
Volatility – 1 Year
26.32%
22.32%
Volatility – 3 Years
22.60%
17.88%
Beta – 1 Year
1.14
1.03
Beta – 3 Years
0.69
0.95
Sharpe Ratio – 1 Year
-0.17
0.99
Sharpe Ratio – 3 Years
1.11
0.81
Worst Rolling Year
32.07%
13.69%
Value at Worst Rolling Year
₹1.32 Cr
₹1.14 Cr
Deepest Drawdown
−30.55%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
Top 5 Holdings
—
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –