Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
SBI MF - ESG Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
2.26%
6 Months
4.80%
18.40%
1 Year
0.40%
9.21%
3 Years
—
13.13%
5 Years
—
13.39%
Since Inception
2.40%
14.83%
Fund Age
17 mo
10 yrs
AUM
₹16.3 Cr
₹666.2 Cr
Alpha – 1 Year
−2.60%
9.64%
Alpha – 3 Years
—
4.56%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
17.55%
18.95%
Volatility – 3 Years
—
16.01%
Beta – 1 Year
0.97
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
-0.19
0.27
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
-3.31%
Value at Worst Rolling Year
—
₹0.97 Cr
Deepest Drawdown
−14.81%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
—
96.71%
Median Rolling Year
—
17.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 13% · M 17% · S 66%
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 · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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%