Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Purnartha One Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
−1.07%
6 Months
4.80%
4.90%
1 Year
0.40%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
8.35%
Fund Age
17 mo
2 yrs 11 mo
AUM
₹16.3 Cr
₹5.79 Cr
Alpha – 1 Year
−2.60%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
0.97
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
L 23% · M 8% · S 15%
Number of Stocks
25
—
Portfolio P/E
33.22
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge 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%