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Incred Active Momentum Strategy vs Omni Dynamic Allocator

Incred Active Momentum Strategy

Omni Dynamic Allocator

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Growth of ₹1 Crore

Incred Active Momentum Strategy

Omni Dynamic Allocator

Return for the risk

1 yr return

-5%

10%

Nifty 500 · 3%

Incred Active Momentum Strategy

0.4% • vol 17.6%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.70%

−1.08%

6 Months

4.80%

1.57%

1 Year

0.40%

—

3 Years

—

5 Years

—

Since Inception

2.40%

−0.82%

Fund Age

17 mo

8 mo

AUM

₹16.3 Cr

₹0.53 Cr

Alpha – 1 Year

−2.60%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

17.55%

—

Volatility – 3 Years

—

Beta – 1 Year

0.97

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.19

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−14.81%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 61% · M 36%

L 28% · M 13% · S 34%

Number of Stocks

Portfolio P/E

33.22

11.34

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%

Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 8.33%

LIC MF Nifty 8-13 yr G-Sec ETF · 8.33%

BHARAT Bond ETF - April 2033 · 8.33%

Jindal Stainless Ltd · 2.59%

Bank of Baroda · 2.59%

Top Sectors

Metals & Mining · 24.69%

Financial Services · 16.70%

Capital Goods · 14.19%

Financial Services · 43.41%

Government · 14.26%

Construction · 12.93%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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