Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Purnartha Pratham Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
5.49%
6 Months
4.80%
9.46%
1 Year
0.40%
17.52%
3 Years
—
14.28%
5 Years
—
9.02%
Since Inception
2.40%
12.49%
Fund Age
17 mo
5 yrs 11 mo
AUM
₹16.3 Cr
₹1,633.45 Cr
Alpha – 1 Year
−2.60%
12.80%
Alpha – 3 Years
—
2.19%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
17.55%
23.87%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
0.97
1.12
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.19
0.57
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
7.21%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−14.81%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 14% · M 11% · S 40%
Number of Stocks
25
—
Portfolio P/E
33.22
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%