Portfolio Management Services (PMS)Compare Schemes
Dezerv Infra Yields Assets vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Dezerv Infra Yields Assets
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 7.5%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.06%
2.70%
6 Months
5.92%
4.80%
1 Year
16.91%
0.40%
3 Years
17.97%
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5 Years
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Since Inception
17.33%
2.40%
Fund Age
3 yrs 3 mo
17 mo
AUM
₹108.92 Cr
₹16.3 Cr
Alpha – 1 Year
9.37%
−2.60%
Alpha – 3 Years
6.71%
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Information Ratio – 3 Years
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Volatility – 1 Year
—
17.55%
Volatility – 3 Years
—
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Beta – 1 Year
—
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
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-0.19
Sharpe Ratio – 3 Years
—
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Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
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−14.81%
Recovery Period
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Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 61% · M 36%
Number of Stocks
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25
Portfolio P/E
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33.22
Top 5 Holdings
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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
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Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
1.00% / yr
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Performance Fee / Plan
10% of profit
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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