Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Ionic Allocate Portfolio - Aggressive
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Ionic Allocate Portfolio - Aggressive
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
0.91%
6 Months
4.80%
2.67%
1 Year
0.40%
16.41%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
18.21%
Fund Age
17 mo
16 mo
AUM
₹16.3 Cr
₹221.12 Cr
Alpha – 1 Year
−2.60%
9.70%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
13.60%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
0.79
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−10.93%
Recovery Period
Not yet recovered
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
75
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%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.97%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 7.19%
ICICI Pru Nifty Metal ETF · 6.40%
SBI Banking & Financial Services Fund - Direct (G) · 6.39%
ICICI Pru Focused Fund - Direct (G) · 5.10%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
1.35% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –