Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs MOAT - Uppercrust Growth Fund
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
MOAT - Uppercrust Growth Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
3.74%
6 Months
4.80%
1.17%
1 Year
0.40%
15.87%
3 Years
—
19.02%
5 Years
—
—
Since Inception
2.40%
16.58%
Fund Age
17 mo
4 yrs 5 mo
AUM
₹16.3 Cr
₹72.15 Cr
Alpha – 1 Year
−2.60%
8.33%
Alpha – 3 Years
—
7.76%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
18.13%
Volatility – 3 Years
—
18.07%
Beta – 1 Year
0.97
1.41
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
0.61
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
15.14%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.81%
−22.14%
Recovery Period
Not yet recovered
301 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.99%
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%
—
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%