Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs Wallfort Focus Fund
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
Wallfort Focus Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.70%
2.85%
6 Months
4.80%
3.29%
1 Year
0.40%
−1.12%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
−3.22%
Fund Age
17 mo
1 mo
AUM
₹16.3 Cr
₹1.49 Cr
Alpha – 1 Year
−2.60%
−5.84%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
25.43%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
1.37
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
-0.11
Sharpe Ratio – 3 Years
—
—
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%
—
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%