Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Vallum India Discovery
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
8.27%
6 Months
4.80%
25.28%
1 Year
0.40%
14.17%
3 Years
—
11.84%
5 Years
—
13.19%
Since Inception
2.40%
20.72%
Fund Age
17 mo
5 yrs 11 mo
AUM
₹16.3 Cr
₹1,246.45 Cr
Alpha – 1 Year
−2.60%
9.45%
Alpha – 3 Years
—
−0.25%
Information Ratio – 3 Years
—
0.04
Volatility – 1 Year
17.55%
23.38%
Volatility – 3 Years
—
20.74%
Beta – 1 Year
0.97
1.12
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
-0.19
0.45
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
8.63%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.81%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.18%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
1.25% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
1% / 0.5% / 0%