Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
2.64%
6 Months
4.80%
5.29%
1 Year
0.40%
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
2.40%
12.31%
Fund Age
17 mo
3 yrs 11 mo
AUM
₹16.3 Cr
₹56.94 Cr
Alpha – 1 Year
−2.60%
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
17.55%
19.56%
Volatility – 3 Years
—
17.76%
Beta – 1 Year
0.97
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.19
-0.05
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.81%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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)
—
0% / 0% / 0%