Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Spark - Core & Satellite
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Spark - Core & Satellite
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
−0.58%
6 Months
4.80%
−7.12%
1 Year
0.40%
0.89%
3 Years
—
8.72%
5 Years
—
12.45%
Since Inception
2.40%
16.65%
Fund Age
17 mo
7 yrs 4 mo
AUM
₹16.3 Cr
₹288.53 Cr
Alpha – 1 Year
−2.60%
1.24%
Alpha – 3 Years
—
−0.28%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
17.55%
16.11%
Volatility – 3 Years
—
15.05%
Beta – 1 Year
0.97
0.96
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
-0.19
-0.20
Sharpe Ratio – 3 Years
—
0.28
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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%
NTPC Ltd · 5.00%
State Bank of India · 4.50%
SBI Life Insurance Company Ltd · 4.50%
Kotak Mahindra Bank Ltd · 4.00%
EID Parry (India) Ltd · 4.00%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
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Fixed Fee
—
1.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%