Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
ValueQuest - Platinum
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.70%
2.62%
6 Months
4.80%
20.31%
1 Year
0.40%
5.50%
3 Years
—
14.22%
5 Years
—
16.13%
Since Inception
2.40%
18.70%
Fund Age
17 mo
9 yrs 8 mo
AUM
₹16.3 Cr
₹3,491.64 Cr
Alpha – 1 Year
−2.60%
2.52%
Alpha – 3 Years
—
2.33%
Information Ratio – 3 Years
—
0.19
Volatility – 1 Year
17.55%
25.24%
Volatility – 3 Years
—
21.26%
Beta – 1 Year
0.97
1.29
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
-0.19
0.11
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
-9.34%
Value at Worst Rolling Year
—
₹0.91 Cr
Deepest Drawdown
−14.81%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
—
93.29%
Median Rolling Year
—
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 36%
L 23% · M 15% · S 57%
Number of Stocks
25
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
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)
—
1% / 1% / 1%