Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
0.41%
6 Months
4.80%
20.81%
1 Year
0.40%
15.63%
3 Years
—
13.76%
5 Years
—
—
Since Inception
2.40%
14.77%
Fund Age
17 mo
4 yrs 6 mo
AUM
₹16.3 Cr
₹751.68 Cr
Alpha – 1 Year
−2.60%
16.06%
Alpha – 3 Years
—
5.19%
Information Ratio – 3 Years
—
0.25
Volatility – 1 Year
17.55%
18.90%
Volatility – 3 Years
—
16.75%
Beta – 1 Year
0.97
0.89
Beta – 3 Years
—
0.79
Sharpe Ratio – 1 Year
-0.19
0.57
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
13.60%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.81%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
L 16% · M 11% · S 70%
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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)
—
1% / 0% / 0%