Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.70%
1.87%
6 Months
4.80%
3.49%
1 Year
0.40%
5.55%
3 Years
—
12.97%
5 Years
—
—
Since Inception
2.40%
12.27%
Fund Age
17 mo
4 yrs 3 mo
AUM
₹16.3 Cr
₹25.94 Cr
Alpha – 1 Year
−2.60%
−0.42%
Alpha – 3 Years
—
2.07%
Information Ratio – 3 Years
—
0.10
Volatility – 1 Year
17.55%
15.73%
Volatility – 3 Years
—
12.26%
Beta – 1 Year
0.97
1.56
Beta – 3 Years
—
1.42
Sharpe Ratio – 1 Year
-0.19
0.07
Sharpe Ratio – 3 Years
—
0.62
Worst Rolling Year
—
11.68%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−14.81%
−11.81%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.02%
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%
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%