Compare Schemes

Dezerv Corporate Surplus Management Strategy vs Incred Active Momentum Strategy

Dezerv Corporate Surplus Management Strategy

Incred Active Momentum Strategy

Add Scheme

Growth of ₹1 Crore

Dezerv Corporate Surplus Management Strategy

Incred Active Momentum Strategy

Return for the risk

1 yr return

-5%

10%

Nifty 500 · 5.2%

Incred Active Momentum Strategy

0.4% • vol 17.6%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.64%

2.70%

6 Months

3.85%

4.80%

1 Year

7.82%

0.40%

3 Years

—

5 Years

—

Since Inception

8.18%

2.40%

Fund Age

1 yr 11 mo

17 mo

AUM

₹268.89 Cr

₹16.3 Cr

Alpha – 1 Year

2.62%

−2.60%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

17.55%

Volatility – 3 Years

—

Beta – 1 Year

—

0.97

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.19

Sharpe Ratio – 3 Years

—

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

—

Market-Cap Mix

—

L 61% · M 36%

Number of Stocks

—

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

1.00% / yr

—

Performance Fee / Plan

10% of profit

—

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

—

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.