Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Wallfort-Ameya Fund
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.70%
9.87%
6 Months
4.80%
46.37%
1 Year
0.40%
29.61%
3 Years
—
24.62%
5 Years
—
—
Since Inception
2.40%
39.89%
Fund Age
17 mo
20 mo
AUM
₹16.3 Cr
₹147.17 Cr
Alpha – 1 Year
−2.60%
24.89%
Alpha – 3 Years
—
12.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
25.97%
Volatility – 3 Years
—
29.84%
Beta – 1 Year
0.97
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
0.92
Sharpe Ratio – 3 Years
—
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−21.24%
Recovery Period
Not yet recovered
58 days
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%