Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Nuvama Equities eXpansion Target
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
2.94%
6 Months
4.80%
19.15%
1 Year
0.40%
14.85%
3 Years
—
14.64%
5 Years
—
—
Since Inception
2.40%
15.52%
Fund Age
17 mo
3 yrs 3 mo
AUM
₹16.3 Cr
₹213.16 Cr
Alpha – 1 Year
−2.60%
10.13%
Alpha – 3 Years
—
2.55%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
17.55%
28.62%
Volatility – 3 Years
—
24.62%
Beta – 1 Year
0.97
1.48
Beta – 3 Years
—
1.33
Sharpe Ratio – 1 Year
-0.19
0.43
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
12.87%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.81%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.08%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
—
Number of Stocks
25
33
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)
—
2% / 1% / 0%