Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
4.27%
6 Months
4.80%
−8.15%
1 Year
0.40%
−5.39%
3 Years
—
10.81%
5 Years
—
—
Since Inception
2.40%
11.07%
Fund Age
17 mo
5 yrs
AUM
₹16.3 Cr
₹121.08 Cr
Alpha – 1 Year
−2.60%
−5.32%
Alpha – 3 Years
—
−2.65%
Information Ratio – 3 Years
—
-0.15
Volatility – 1 Year
17.55%
24.51%
Volatility – 3 Years
—
24.85%
Beta – 1 Year
0.97
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
-0.19
-0.34
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
9.88%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−14.81%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
M 20% · S 78%
Number of Stocks
25
—
Portfolio P/E
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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)
—
2% / 1% / 0%