Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Incred Active Momentum Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 7.5%
0%
10%
Volatility • 3 yrs deviation
1 Month
−0.25%
2.70%
6 Months
3.36%
4.80%
1 Year
7.71%
0.40%
3 Years
10.42%
—
5 Years
9.09%
—
Since Inception
10.42%
2.40%
Fund Age
16 yrs 11 mo
17 mo
AUM
₹257.93 Cr
₹16.3 Cr
Alpha – 1 Year
0.40%
−2.60%
Alpha – 3 Years
2.97%
—
Information Ratio – 3 Years
2.62
—
Volatility – 1 Year
1.99%
17.55%
Volatility – 3 Years
1.94%
—
Beta – 1 Year
0.35
0.97
Beta – 3 Years
0.35
—
Sharpe Ratio – 1 Year
1.45
-0.19
Sharpe Ratio – 3 Years
3.79
—
Worst Rolling Year
7.00%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
—
−14.81%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.56%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 61% · M 36%
Number of Stocks
—
25
Portfolio P/E
—
33.22
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—