Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Incred Active Momentum Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
2.70%
6 Months
24.60%
4.80%
1 Year
7.56%
0.40%
3 Years
20.98%
—
5 Years
—
—
Since Inception
24.10%
2.40%
Fund Age
4 yrs 4 mo
17 mo
AUM
₹3.89 Cr
₹16.3 Cr
Alpha – 1 Year
4.58%
−2.60%
Alpha – 3 Years
9.08%
—
Information Ratio – 3 Years
0.07
—
Volatility – 1 Year
32.74%
17.55%
Volatility – 3 Years
27.24%
—
Beta – 1 Year
1.49
0.97
Beta – 3 Years
1.30
—
Sharpe Ratio – 1 Year
0.20
-0.19
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
17.91%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−34.40%
−14.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.17%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
L 61% · M 36%
Number of Stocks
27
25
Portfolio P/E
52.77
33.22
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—