Portfolio Management Services (PMS)Compare Schemes
Incred Focused Healthcare Portfolio vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Incred Focused Healthcare Portfolio
Xylem Maverick Strategy
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%
9.42%
6 Months
6.73%
52.78%
1 Year
−2.26%
27.27%
3 Years
32.06%
—
5 Years
—
—
Since Inception
37.04%
23.72%
Fund Age
3 yrs
19 mo
AUM
₹174.65 Cr
₹71.55 Cr
Alpha – 1 Year
−5.24%
22.55%
Alpha – 3 Years
20.17%
—
Information Ratio – 3 Years
0.81
—
Volatility – 1 Year
26.32%
31.93%
Volatility – 3 Years
22.60%
—
Beta – 1 Year
1.14
1.29
Beta – 3 Years
0.69
—
Sharpe Ratio – 1 Year
-0.17
0.74
Sharpe Ratio – 3 Years
1.11
—
Worst Rolling Year
32.07%
—
Value at Worst Rolling Year
₹1.32 Cr
—
Deepest Drawdown
−30.55%
−27.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
33.22%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
Top 5 Holdings
—
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%