Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Omni Victors
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Omni Victors
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%
−2.56%
6 Months
4.80%
2.76%
1 Year
0.40%
—
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
−5.52%
Fund Age
17 mo
8 mo
AUM
₹16.3 Cr
₹2.09 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 10% · M 14% · S 76%
Number of Stocks
25
39
Portfolio P/E
33.22
11.89
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%
GIC Housing Finance Ltd · 2.38%
Sanghvi Movers Ltd · 2.38%
Ahluwalia Contracts (India) Ltd · 2.38%
PSP Projects Ltd · 2.38%
Redington Ltd · 2.38%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 38.10%
Construction · 23.81%
Services · 16.66%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%