Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.70%
0.67%
6 Months
4.80%
1.38%
1 Year
0.40%
7.78%
3 Years
—
12.37%
5 Years
—
10.07%
Since Inception
2.40%
13.18%
Fund Age
17 mo
6 yrs 8 mo
AUM
₹16.3 Cr
₹1.13 Cr
Alpha – 1 Year
−2.60%
8.13%
Alpha – 3 Years
—
3.37%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
17.55%
17.12%
Volatility – 3 Years
—
14.65%
Beta – 1 Year
0.97
0.93
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
-0.19
0.21
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
10.01%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−14.81%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 34% · M 14% · S 34%
Number of Stocks
25
43
Portfolio P/E
33.22
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%