Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
8.72%
6 Months
4.80%
28.59%
1 Year
0.40%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
2.40%
20.03%
Fund Age
17 mo
5 yrs 4 mo
AUM
₹16.3 Cr
₹221.27 Cr
Alpha – 1 Year
−2.60%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
17.55%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
0.97
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
-0.19
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.81%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 19% · M 4% · S 74%
Number of Stocks
25
29
Portfolio P/E
33.22
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –