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Incred Active Momentum Strategy vs Prime Vision Balanced

Incred Active Momentum Strategy

Prime Vision Balanced

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Growth of ₹1 Crore

Incred Active Momentum Strategy

Prime Vision Balanced

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%

1.47%

6 Months

4.80%

1.43%

1 Year

0.40%

—

3 Years

—

5 Years

—

Since Inception

2.40%

3.41%

Fund Age

17 mo

8 mo

AUM

₹16.3 Cr

₹1.87 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%

—

Number of Stocks

—

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

—

0.80% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / 0.5% / –

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