PMS · Equity · Thematic
Incred Focused Healthcare Portfolio
Fund size₹175 Cr
Alpha (3Y)20.33%
3Y return32.06%
Fund age3 yrs
Fund Manager
Growth of₹Cr
Incred Focused Healthcare
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Incred Focused Healthcare | −1.26% | −2.26% | 24.83% | 32.06% | — | 37.04% |
| Nifty 500 | −1.07% | 2.98% | 0.42% | 11.89% | — | 12.16% |
| Excess over benchmark | −0.19% | −5.24% | 24.41% | 20.17% | — | 24.88% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
22.60%
Benchmark approx 14.65%
A standard deviation reflecting historical swings.
Sensitivity
0.69
Beta vs benchmark 1.00 · 31% less reactive
How strongly the scheme moves with the index.
Risk-reward
1.11
Sharpe
Excess return gained per unit of volatility.
Capture ratio
109 / -13
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −30.55% from its 19 Nov 2025 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−30.55%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 19 Nov 2025 | 31 Mar 2026 | −30.55% | 132 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak19 Nov 2025
Trough31 Mar 2026
Depth−30.55%
Fell over132 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 208.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee1% of profit
Hurdle RateAbove 8%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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