Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.70%
0.30%
6 Months
4.80%
26.99%
1 Year
0.40%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
2.40%
35.84%
Fund Age
17 mo
4 yrs 3 mo
AUM
₹16.3 Cr
₹521.91 Cr
Alpha – 1 Year
−2.60%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
0.97
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−14.81%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 61% · M 36%
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Number of Stocks
25
49
Portfolio P/E
33.22
21.17
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%
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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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