Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Incred Active Momentum Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
12.27%
6 Months
4.80%
−1.13%
1 Year
0.40%
6.59%
3 Years
—
20.44%
5 Years
—
16.17%
Since Inception
2.40%
13.07%
Fund Age
17 mo
15 yrs 3 mo
AUM
₹16.3 Cr
—
Alpha – 1 Year
−2.60%
6.87%
Alpha – 3 Years
—
9.23%
Information Ratio – 3 Years
—
1.61
Volatility – 1 Year
17.55%
20.58%
Volatility – 3 Years
—
16.59%
Beta – 1 Year
0.97
1.21
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
-0.19
0.15
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
13.98%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.81%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 73% · M 20% · S 7%
Number of Stocks
25
23
Portfolio P/E
33.22
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%