Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Incred Focused Healthcare Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
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%
−0.27%
6 Months
6.73%
−1.47%
1 Year
−2.26%
6.66%
3 Years
32.06%
11.29%
5 Years
—
13.68%
Since Inception
37.04%
15.03%
Fund Age
3 yrs
5 yrs 7 mo
AUM
₹174.65 Cr
₹138.83 Cr
Alpha – 1 Year
−5.24%
7.01%
Alpha – 3 Years
20.17%
2.30%
Information Ratio – 3 Years
0.81
0.23
Volatility – 1 Year
26.32%
16.50%
Volatility – 3 Years
22.60%
16.10%
Beta – 1 Year
1.14
0.93
Beta – 3 Years
0.69
0.99
Sharpe Ratio – 1 Year
-0.17
0.15
Sharpe Ratio – 3 Years
1.11
0.41
Worst Rolling Year
32.07%
11.25%
Value at Worst Rolling Year
₹1.32 Cr
₹1.11 Cr
Deepest Drawdown
−30.55%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
Top 5 Holdings
—
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%