Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.70%
5.68%
6 Months
4.80%
10.98%
1 Year
0.40%
10.72%
3 Years
—
15.83%
5 Years
—
13.58%
Since Inception
2.40%
14.48%
Fund Age
17 mo
21 yrs 11 mo
AUM
₹16.3 Cr
₹8.51 Cr
Alpha – 1 Year
−2.60%
6.00%
Alpha – 3 Years
—
3.74%
Information Ratio – 3 Years
—
0.71
Volatility – 1 Year
17.55%
16.38%
Volatility – 3 Years
—
14.45%
Beta – 1 Year
0.97
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
-0.19
0.33
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
-12.28%
Value at Worst Rolling Year
—
₹0.88 Cr
Deepest Drawdown
−14.81%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
—
90.88%
Median Rolling Year
—
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
L 61% · M 36%
L 23% · M 15% · S 43%
Number of Stocks
25
30
Portfolio P/E
33.22
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%