Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Invasset - Growth Fund
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Invasset - Growth Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
0.38%
6 Months
4.80%
2.78%
1 Year
0.40%
6.76%
3 Years
—
15.24%
5 Years
—
18.34%
Since Inception
2.40%
26.15%
Fund Age
17 mo
6 yrs 7 mo
AUM
₹16.3 Cr
₹332.83 Cr
Alpha – 1 Year
−2.60%
2.04%
Alpha – 3 Years
—
3.15%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
17.55%
21.45%
Volatility – 3 Years
—
23.36%
Beta – 1 Year
0.97
1.03
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
-0.19
0.16
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
15.25%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.81%
−32.29%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 20% · M 5%
Number of Stocks
25
11
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%
Cash & Cash Equivalent · 100.00%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%