Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Purnartha Dynamic Midcap
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
−0.54%
6 Months
4.80%
12.07%
1 Year
0.40%
11.66%
3 Years
—
13.52%
5 Years
—
—
Since Inception
2.40%
14.98%
Fund Age
17 mo
3 yrs 6 mo
AUM
₹16.3 Cr
₹447.27 Cr
Alpha – 1 Year
−2.60%
6.94%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.13
Volatility – 1 Year
17.55%
21.15%
Volatility – 3 Years
—
18.85%
Beta – 1 Year
0.97
1.14
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
-0.19
0.37
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
10.55%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−14.81%
−17.40%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
L 28% · M 19% · S 29%
Number of Stocks
25
—
Portfolio P/E
33.22
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%