Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Roha Asset Managers - Emerging Champion
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
0.18%
6 Months
4.80%
10.94%
1 Year
0.40%
1.03%
3 Years
—
11.45%
5 Years
—
15.19%
Since Inception
2.40%
27.03%
Fund Age
17 mo
5 yrs 11 mo
AUM
₹16.3 Cr
₹298.71 Cr
Alpha – 1 Year
−2.60%
−3.69%
Alpha – 3 Years
—
−0.64%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
17.55%
27.68%
Volatility – 3 Years
—
23.40%
Beta – 1 Year
0.97
1.45
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
-0.19
-0.03
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
L 2% · M 2% · S 86%
Number of Stocks
25
36
Portfolio P/E
33.22
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%