Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Master Trust India Growth Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
5.45%
6 Months
4.80%
16.85%
1 Year
0.40%
9.30%
3 Years
—
14.05%
5 Years
—
14.30%
Since Inception
2.40%
24.29%
Fund Age
17 mo
14 yrs 10 mo
AUM
₹16.3 Cr
₹372.24 Cr
Alpha – 1 Year
−2.60%
4.58%
Alpha – 3 Years
—
1.97%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
17.55%
21.18%
Volatility – 3 Years
—
20.18%
Beta – 1 Year
0.97
1.04
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.19
0.27
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.46%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−14.81%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
—
93.61%
Median Rolling Year
—
27.35%
5-Year Rolling Windows Positive
—
100.00%
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 0.5%