Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Shriram Future GEMS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
2.93%
6 Months
4.80%
1.59%
1 Year
0.40%
25.48%
3 Years
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5 Years
—
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Since Inception
2.40%
30.29%
Fund Age
17 mo
18 mo
AUM
₹16.3 Cr
₹0.8 Cr
Alpha – 1 Year
−2.60%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
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Volatility – 1 Year
17.55%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 61% · M 36%
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Number of Stocks
25
—
Portfolio P/E
33.22
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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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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