Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Valcreate Growing India
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Valcreate Growing India
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%
3.18%
6 Months
6.73%
5.18%
1 Year
−2.26%
3.95%
3 Years
32.06%
9.49%
5 Years
—
—
Since Inception
37.04%
13.85%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹174.65 Cr
₹16.52 Cr
Alpha – 1 Year
−5.24%
−0.77%
Alpha – 3 Years
20.17%
−2.60%
Information Ratio – 3 Years
0.81
0.20
Volatility – 1 Year
26.32%
25.52%
Volatility – 3 Years
22.60%
21.32%
Beta – 1 Year
1.14
1.24
Beta – 3 Years
0.69
1.16
Sharpe Ratio – 1 Year
-0.17
0.06
Sharpe Ratio – 3 Years
1.11
0.41
Worst Rolling Year
32.07%
—
Value at Worst Rolling Year
₹1.32 Cr
—
Deepest Drawdown
−30.55%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
33.22%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Punjab National Bank · 6.72%
Sharda Cropchem Ltd · 6.30%
Swaraj Engines Ltd · 6.12%
Bank of Baroda · 5.94%
Can Fin Homes Ltd · 5.87%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%