Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
JM Financial - The Opportunistic
Return for the risk
3 yrs return
20%
25%
30%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.70%
2.65%
6 Months
4.80%
21.60%
1 Year
0.40%
21.16%
3 Years
—
24.80%
5 Years
—
17.88%
Since Inception
2.40%
9.69%
Fund Age
17 mo
9 yrs 2 mo
AUM
₹16.3 Cr
₹10.09 Cr
Alpha – 1 Year
−2.60%
18.18%
Alpha – 3 Years
—
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
1.87%
Volatility – 3 Years
—
1.87%
Beta – 1 Year
0.97
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
16.58
Sharpe Ratio – 3 Years
—
16.58
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%
L 33% · M 13% · S 49%
Number of Stocks
25
22
Portfolio P/E
33.22
38.25
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%
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%