Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs NARNOLIA MULTI-ASSET STRATEGY
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.70%
1.00%
6 Months
4.80%
7.03%
1 Year
0.40%
8.97%
3 Years
—
12.56%
5 Years
—
10.89%
Since Inception
2.40%
15.48%
Fund Age
17 mo
7 yrs
AUM
₹16.3 Cr
₹3.36 Cr
Alpha – 1 Year
−2.60%
9.32%
Alpha – 3 Years
—
3.56%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
17.55%
8.58%
Volatility – 3 Years
—
12.10%
Beta – 1 Year
0.97
0.48
Beta – 3 Years
—
0.78
Sharpe Ratio – 1 Year
-0.19
0.43
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
9.53%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−14.81%
−17.45%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.23%
5-Year Rolling Windows Positive
—
100.00%
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
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%