Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Magadh - Future Stars
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
3.10%
6 Months
4.80%
4.24%
1 Year
0.40%
17.00%
3 Years
—
21.79%
5 Years
—
20.77%
Since Inception
2.40%
20.65%
Fund Age
17 mo
5 yrs
AUM
₹16.3 Cr
₹88.27 Cr
Alpha – 1 Year
−2.60%
12.28%
Alpha – 3 Years
—
9.70%
Information Ratio – 3 Years
—
1.38
Volatility – 1 Year
17.55%
20.96%
Volatility – 3 Years
—
18.52%
Beta – 1 Year
0.97
1.12
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
-0.19
0.60
Sharpe Ratio – 3 Years
—
1.04
Worst Rolling Year
—
21.72%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−14.81%
−18.76%
Recovery Period
Not yet recovered
428 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 19% · M 45% · S 35%
Number of Stocks
25
25
Portfolio P/E
33.22
27.45
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%
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / 0% / 0%