Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
QED Capital - Alphabets
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
4.25%
6 Months
4.80%
7.44%
1 Year
0.40%
14.27%
3 Years
—
13.32%
5 Years
—
10.94%
Since Inception
2.40%
15.43%
Fund Age
17 mo
5 yrs 4 mo
AUM
₹16.3 Cr
₹21.45 Cr
Alpha – 1 Year
−2.60%
9.55%
Alpha – 3 Years
—
1.23%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
17.55%
12.68%
Volatility – 3 Years
—
17.36%
Beta – 1 Year
0.97
0.58
Beta – 3 Years
—
0.73
Sharpe Ratio – 1 Year
-0.19
0.70
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.81%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 7% · M 28% · S 62%
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%