Portfolio Management Services (PMS)Compare Schemes
Dynamic Equities-Bluechip vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Dynamic Equities-Bluechip
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
7.20%
2.70%
6 Months
17.44%
4.80%
1 Year
18.10%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
21.12%
2.40%
Fund Age
2 yrs 5 mo
17 mo
AUM
₹83.78 Cr
₹16.3 Cr
Alpha – 1 Year
18.45%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.94%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
0.87
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.66
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.14%
−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 61% · M 36%
Number of Stocks
24
25
Portfolio P/E
53.08
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
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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