Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
−1.73%
6 Months
4.80%
6.62%
1 Year
0.40%
3.66%
3 Years
—
7.96%
5 Years
—
—
Since Inception
2.40%
12.37%
Fund Age
17 mo
4 yrs 2 mo
AUM
₹16.3 Cr
₹134.62 Cr
Alpha – 1 Year
−2.60%
0.68%
Alpha – 3 Years
—
−3.93%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
17.55%
21.69%
Volatility – 3 Years
—
21.88%
Beta – 1 Year
0.97
1.14
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
-0.19
0.02
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
7.96%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.81%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
—
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%
—
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
0.90% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%