Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Valcreate Lifesciences and Specialty Opportunities
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Valcreate Lifesciences and Specialty Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
6.35%
6 Months
4.80%
17.95%
1 Year
0.40%
21.71%
3 Years
—
19.34%
5 Years
—
—
Since Inception
2.40%
19.34%
Fund Age
17 mo
3 yrs 6 mo
AUM
₹16.3 Cr
₹18.73 Cr
Alpha – 1 Year
−2.60%
16.99%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.85
Volatility – 1 Year
17.55%
22.22%
Volatility – 3 Years
—
20.72%
Beta – 1 Year
0.97
0.87
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
-0.19
0.75
Sharpe Ratio – 3 Years
—
0.85
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%
Sharda Cropchem Ltd · 11.13%
Kwality Pharmaceuticals Ltd · 5.72%
Sumitomo Chemical India Ltd · 5.72%
Vinati Organics Ltd · 5.51%
Rallis India Ltd · 5.34%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%