Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Monarch Wealth Creator Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
2.85%
6 Months
4.80%
12.32%
1 Year
0.40%
—
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
13.81%
Fund Age
17 mo
8 mo
AUM
₹16.3 Cr
₹279.09 Cr
Alpha – 1 Year
−2.60%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
L 35% · M 34% · S 23%
Number of Stocks
25
40
Portfolio P/E
33.22
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / 0.5% / 0%