Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.50%
2.70%
6 Months
10.26%
4.80%
1 Year
20.10%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
21.53%
2.40%
Fund Age
18 mo
17 mo
AUM
₹79.16 Cr
₹16.3 Cr
Alpha – 1 Year
17.12%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.77%
−14.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 61% · M 36%
Number of Stocks
66
25
Portfolio P/E
52.54
33.22
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—