Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
ORO-Alpha Value
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%
0.44%
6 Months
4.80%
5.47%
1 Year
0.40%
6.35%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
6.04%
Fund Age
17 mo
3 yrs 8 mo
AUM
₹16.3 Cr
₹1.28 Cr
Alpha – 1 Year
−2.60%
3.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
17.26%
Volatility – 3 Years
—
15.80%
Beta – 1 Year
0.97
0.95
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
0.12
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−17.83%
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%
L 42% · M 17% · S 27%
Number of Stocks
25
24
Portfolio P/E
33.22
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%