Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
11.42%
6 Months
4.80%
35.03%
1 Year
0.40%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
2.40%
19.33%
Fund Age
17 mo
6 yrs 10 mo
AUM
₹16.3 Cr
₹2,975 Cr
Alpha – 1 Year
−2.60%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
17.55%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
0.97
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.19
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.81%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
—
Number of Stocks
25
14
Portfolio P/E
33.22
25.70
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%
—
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%