Portfolio Management Services (PMS)Compare Schemes
Incred Active Momentum Strategy vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Incred Active Momentum Strategy
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.70%
2.78%
6 Months
4.80%
1.92%
1 Year
0.40%
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
2.40%
6.17%
Fund Age
17 mo
2 yrs 2 mo
AUM
₹16.3 Cr
₹22.98 Cr
Alpha – 1 Year
−2.60%
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.55%
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
0.97
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.19
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.81%
−16.17%
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%
L 61% · M 14% · S 21%
Number of Stocks
25
41
Portfolio P/E
33.22
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%