Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Kotak Pioneer Model Strategy Conservative
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Kotak Pioneer Model Strategy Conservative
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
0.76%
6 Months
4.80%
−3.76%
1 Year
0.40%
22.86%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
13.01%
Fund Age
17 mo
4 yrs 1 mo
AUM
₹16.3 Cr
₹1.16 Cr
Alpha – 1 Year
−2.60%
16.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
17.55%
15.51%
Volatility – 3 Years
—
9.32%
Beta – 1 Year
0.97
0.62
Beta – 3 Years
—
0.45
Sharpe Ratio – 1 Year
-0.19
1.06
Sharpe Ratio – 3 Years
—
0.93
Worst Rolling Year
—
9.06%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.81%
−13.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.57%
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –