Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs JM-Apex
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
JM-Apex
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
5.10%
6 Months
4.80%
17.39%
1 Year
0.40%
20.93%
3 Years
—
17.01%
5 Years
—
—
Since Inception
2.40%
19.54%
Fund Age
17 mo
3 yrs 6 mo
AUM
₹16.3 Cr
₹615.02 Cr
Alpha – 1 Year
−2.60%
16.21%
Alpha – 3 Years
—
4.92%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
19.36%
Volatility – 3 Years
—
18.51%
Beta – 1 Year
0.97
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
0.81
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
—
Number of Stocks
25
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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)
—
3% / 2% / 0%