Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs NMR GROWTH STRATEGY
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
NMR GROWTH STRATEGY
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.70%
5.30%
6 Months
4.80%
39.16%
1 Year
0.40%
20.20%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
17.87%
Fund Age
17 mo
19 mo
AUM
₹16.3 Cr
₹82.38 Cr
Alpha – 1 Year
−2.60%
15.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
34.86%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
1.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
0.53
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−24.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
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%
Sanghvi Movers Ltd · 11.58%
Steel Strips Wheels Ltd · 10.85%
Technocraft Industries (India) Ltd · 9.43%
Garware Hi Tech Films Ltd · 8.37%
Surya Roshni Ltd · 8.12%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
—