Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.70%
3.08%
6 Months
4.80%
9.19%
1 Year
0.40%
9.02%
3 Years
—
14.71%
5 Years
—
10.31%
Since Inception
2.40%
14.95%
Fund Age
17 mo
7 yrs 10 mo
AUM
₹16.3 Cr
₹42.73 Cr
Alpha – 1 Year
−2.60%
4.30%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.63
Volatility – 1 Year
17.55%
17.52%
Volatility – 3 Years
—
14.89%
Beta – 1 Year
0.97
0.97
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
-0.19
0.26
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
8.19%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.81%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 18% · M 16% · S 37%
Number of Stocks
25
30
Portfolio P/E
33.22
31.64
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 · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%