Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.70%
0.50%
6 Months
4.80%
2.02%
1 Year
0.40%
0.60%
3 Years
—
8.21%
5 Years
—
5.75%
Since Inception
2.40%
9.73%
Fund Age
17 mo
6 yrs
AUM
₹16.3 Cr
₹128.19 Cr
Alpha – 1 Year
−2.60%
1.03%
Alpha – 3 Years
—
−0.36%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
17.55%
19.24%
Volatility – 3 Years
—
14.76%
Beta – 1 Year
0.97
1.13
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.19
-0.16
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
0.20%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−14.81%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.09%
Median Rolling Year
—
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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)
—
0% / 0% / 0%