Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
1.41%
6 Months
4.80%
13.18%
1 Year
0.40%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
2.40%
11.83%
Fund Age
17 mo
4 yrs 11 mo
AUM
₹16.3 Cr
₹31.01 Cr
Alpha – 1 Year
−2.60%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
17.55%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
0.97
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.19
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.81%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
L 37% · M 30% · S 33%
Number of Stocks
25
26
Portfolio P/E
33.22
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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