Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
0.25%
6 Months
4.80%
15.19%
1 Year
0.40%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
2.40%
25.09%
Fund Age
17 mo
3 yrs 5 mo
AUM
₹16.3 Cr
₹4,148.34 Cr
Alpha – 1 Year
−2.60%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
17.55%
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
0.97
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
-0.19
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.81%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
L 26% · M 35% · S 37%
Number of Stocks
25
26
Portfolio P/E
33.22
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%