Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
White Whale Partners Llp - Rising Star Pf
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
5.53%
6 Months
4.80%
38.90%
1 Year
0.40%
27.55%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
21.65%
Fund Age
17 mo
1 yr 10 mo
AUM
₹16.3 Cr
₹5.18 Cr
Alpha – 1 Year
−2.60%
27.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
23.94%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
0.91
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−19.37%
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%
M 19% · S 76%
Number of Stocks
25
13
Portfolio P/E
33.22
64.30
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%
Cartrade Tech Ltd · 13.56%
One 97 Communications Ltd · 11.13%
Cash & Cash Equivalent · 10.20%
Healthcare Global Enterprises Ltd · 8.82%
ERIS Lifesciences Ltd · 8.59%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%