Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential PMS Emerging Leaders Strategy vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
ICICI Prudential PMS Emerging Leaders Strategy
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.66%
2.70%
6 Months
4.68%
4.80%
1 Year
12.13%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
10.02%
2.40%
Fund Age
2 yrs 6 mo
17 mo
AUM
₹267.19 Cr
₹16.3 Cr
Alpha – 1 Year
7.41%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.03%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
0.91
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.86%
−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 3% · M 61% · S 32%
L 61% · M 36%
Number of Stocks
40
25
Portfolio P/E
28.06
33.22
Top 5 Holdings
FSN E-Commerce Ventures Ltd · 5.29%
Jindal Stainless Ltd · 4.78%
Jindal Steel Ltd · 3.99%
Sarda Energy & Minerals Ltd · 3.59%
National Aluminium Company Ltd · 3.54%
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)
1% / 0% / 0%
—