Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
−0.27%
6 Months
4.80%
−1.47%
1 Year
0.40%
6.66%
3 Years
—
11.29%
5 Years
—
13.68%
Since Inception
2.40%
15.03%
Fund Age
17 mo
5 yrs 7 mo
AUM
₹16.3 Cr
₹138.83 Cr
Alpha – 1 Year
−2.60%
7.01%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
17.55%
16.50%
Volatility – 3 Years
—
16.10%
Beta – 1 Year
0.97
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.19
0.15
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−14.81%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
—
Number of Stocks
25
18
Portfolio P/E
33.22
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%