Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Invesco - Dawn
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Invesco - Dawn
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
1.21%
6 Months
4.80%
−1.14%
1 Year
0.40%
−0.02%
3 Years
—
9.28%
5 Years
—
9.74%
Since Inception
2.40%
8.97%
Fund Age
17 mo
9 yrs
AUM
₹16.3 Cr
₹217.53 Cr
Alpha – 1 Year
−2.60%
−4.74%
Alpha – 3 Years
—
−2.81%
Information Ratio – 3 Years
—
-0.63
Volatility – 1 Year
17.55%
14.82%
Volatility – 3 Years
—
15.15%
Beta – 1 Year
0.97
0.83
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.19
-0.28
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
-3.73%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−14.81%
−23.03%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
94.72%
Median Rolling Year
—
15.83%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
L 69% · M 11% · S 11%
Number of Stocks
25
24
Portfolio P/E
33.22
46.92
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 · 7.92%
ICICI Bank Ltd · 7.85%
Eternal Ltd · 7.75%
HDFC Bank Ltd · 7.55%
Bharti Airtel Ltd · 7.06%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 35.09%
Consumer Services · 10.54%
Services · 10.49%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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