Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
JM Financial - Focus
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
1.03%
6 Months
4.80%
6.82%
1 Year
0.40%
3.42%
3 Years
—
13.55%
5 Years
—
9.47%
Since Inception
2.40%
15.08%
Fund Age
17 mo
13 yrs 9 mo
AUM
₹16.3 Cr
₹319.05 Cr
Alpha – 1 Year
−2.60%
0.44%
Alpha – 3 Years
—
1.66%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
17.55%
13.79%
Volatility – 3 Years
—
15.92%
Beta – 1 Year
0.97
0.75
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
-0.19
-0.08
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−20.24%
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%
L 63% · M 12% · S 18%
Number of Stocks
25
49
Portfolio P/E
33.22
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%