Portfolio Management Services (PMS)Compare Schemes
Eureka signature approach vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Eureka signature approach
Incred Active Momentum Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.53%
2.70%
6 Months
8.20%
4.80%
1 Year
10.87%
0.40%
3 Years
16.09%
—
5 Years
14.49%
—
Since Inception
9.93%
2.40%
Fund Age
8 yrs 9 mo
17 mo
AUM
₹64.23 Cr
₹16.3 Cr
Alpha – 1 Year
7.11%
−2.60%
Alpha – 3 Years
5.20%
—
Information Ratio – 3 Years
0.63
—
Volatility – 1 Year
21.13%
17.55%
Volatility – 3 Years
19.82%
—
Beta – 1 Year
1.16
0.97
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.35
-0.19
Sharpe Ratio – 3 Years
0.59
—
Worst Rolling Year
-6.69%
—
Value at Worst Rolling Year
₹0.93 Cr
—
Deepest Drawdown
−22.93%
−14.81%
Recovery Period
496 days
Not yet recovered
1-Year Rolling Windows Positive
90.85%
—
Median Rolling Year
19.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 25% · M 25% · S 42%
L 61% · M 36%
Number of Stocks
42
25
Portfolio P/E
23.92
33.22
Top 5 Holdings
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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)
1% / 1% / –
—