Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Vallum Multi Activa Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
1.82%
6 Months
4.80%
3.61%
1 Year
0.40%
28.29%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
23.99%
Fund Age
17 mo
19 mo
AUM
₹16.3 Cr
₹14.97 Cr
Alpha – 1 Year
−2.60%
20.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
13.84%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
0.77
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
1.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−7.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
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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%
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Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
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