Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Turtle Wealth -Wealth Mantra
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%
4.93%
6 Months
6.73%
2.72%
1 Year
−2.26%
22.88%
3 Years
32.06%
20.47%
5 Years
—
15.12%
Since Inception
37.04%
17.02%
Fund Age
3 yrs
6 yrs 11 mo
AUM
₹174.65 Cr
₹261.05 Cr
Alpha – 1 Year
−5.24%
18.16%
Alpha – 3 Years
20.17%
8.38%
Information Ratio – 3 Years
0.81
0.98
Volatility – 1 Year
26.32%
17.62%
Volatility – 3 Years
22.60%
15.64%
Beta – 1 Year
1.14
0.83
Beta – 3 Years
0.69
0.87
Sharpe Ratio – 1 Year
-0.17
0.97
Sharpe Ratio – 3 Years
1.11
0.94
Worst Rolling Year
32.07%
7.22%
Value at Worst Rolling Year
₹1.32 Cr
₹1.07 Cr
Deepest Drawdown
−30.55%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
33.22%
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 19% · S 43%
Number of Stocks
—
18
Portfolio P/E
—
63.91
Top 5 Holdings
—
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%