Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
1.52%
6 Months
4.80%
17.08%
1 Year
0.40%
3.81%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
7.25%
Fund Age
17 mo
2 yrs 4 mo
AUM
₹16.3 Cr
₹129.96 Cr
Alpha – 1 Year
−2.60%
−0.91%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
22.22%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
1.11
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
—
Number of Stocks
25
33
Portfolio P/E
33.22
36.26
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%
—
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%