Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Omni Strategic Defence
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Omni Strategic Defence
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
−1.11%
6 Months
4.80%
2.28%
1 Year
0.40%
—
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
−1.18%
Fund Age
17 mo
8 mo
AUM
₹16.3 Cr
₹0.5 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 38% · M 18% · S 42%
Number of Stocks
25
17
Portfolio P/E
33.22
21.62
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%
Bharat Heavy Electricals Ltd · 10.00%
NHPC Ltd · 10.00%
Gateway Distriparks Ltd · 10.00%
Larsen & Toubro Ltd · 10.00%
State Bank of India · 10.00%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Capital Goods · 38.00%
Services · 16.00%
Information Technology · 12.00%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%