Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Incred Active Momentum Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
2.70%
6 Months
11.19%
4.80%
1 Year
4.47%
0.40%
3 Years
14.82%
—
5 Years
12.64%
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Since Inception
13.38%
2.40%
Fund Age
19 yrs
17 mo
AUM
₹1,249 Cr
₹16.3 Cr
Alpha – 1 Year
4.82%
−2.60%
Alpha – 3 Years
5.82%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.24%
17.55%
Volatility – 3 Years
17.51%
—
Beta – 1 Year
1.09
0.97
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.05
-0.19
Sharpe Ratio – 3 Years
0.69
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.81%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 40% · M 40% · S 15%
L 61% · M 36%
Number of Stocks
25
25
Portfolio P/E
—
33.22
Top 5 Holdings
—
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
—
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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