Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.70%
−0.11%
6 Months
4.80%
2.89%
1 Year
0.40%
7.86%
3 Years
—
10.62%
5 Years
—
10.19%
Since Inception
2.40%
9.46%
Fund Age
17 mo
5 yrs 7 mo
AUM
₹16.3 Cr
₹158.06 Cr
Alpha – 1 Year
−2.60%
−1.70%
Alpha – 3 Years
—
0.86%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
17.55%
1.80%
Volatility – 3 Years
—
3.43%
Beta – 1 Year
0.97
0.81
Beta – 3 Years
—
0.63
Sharpe Ratio – 1 Year
-0.19
1.30
Sharpe Ratio – 3 Years
—
1.53
Worst Rolling Year
—
8.14%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.81%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
—
Number of Stocks
25
—
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% / 0% / 0%