Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Profusion Multi Strategy PMS
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
0.32%
6 Months
4.80%
4.47%
1 Year
0.40%
−9.70%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
13.40%
Fund Age
17 mo
2 yrs 8 mo
AUM
₹16.3 Cr
₹11.72 Cr
Alpha – 1 Year
−2.60%
−4.20%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
9.16%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
0.51
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
-1.67
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−14.15%
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 17% · M 21% · S 9%
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%
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%