Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
4.30%
6 Months
4.80%
9.50%
1 Year
0.40%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
2.40%
12.90%
Fund Age
17 mo
19 yrs 8 mo
AUM
₹16.3 Cr
₹295.65 Cr
Alpha – 1 Year
−2.60%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
17.55%
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
0.97
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
-0.19
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−14.81%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 61% · M 36%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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)
—
1% / – / –