Incred Active Momentum Strategy PMS: Returns, Portfolio & Fees

PMS · Equity · Large & Mid Cap

Incred Active Momentum Strategy

Fund size₹16 Cr

IRRSince inception2.40%

1Y return0.40%

Fund age17 mo

Fund Manager

VAIBHAV SHAH

Fund Manager, PMS, InCred

Overall experience of 12 years in equity markets. Most recently he served as Fund Manager of Torus PMS managing INR 100+ crore of AUM. Earlier, he served as a VP – Advisory at Orowealth, an online wealth management platform for retail investors managing over INR 1,000 crores of assets under advisory. In his previous stints, he has worked with Edelweiss Financial Services Limited in their Investment Banking Division and was a part of L&T Limited Treasury team managing Company’s investment portfolio to the tune of ~USD 2 Bn. He is a Rank-Holder Chartered Accountant (AIR 36, May 2012) and CFA Level 3 candidate (Cleared all levels)

Managing AUM₹16 Cr

Growth of₹Cr

Incred Active Momentum

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
Incred Active Momentum	0.80%	0.40%	—	—	—	2.40%
Nifty 500	−1.07%	3.00%	—	—	—	9.40%
Excess over benchmark	1.87%	−2.60%	—	—	—	−7.00%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.

Risk : What you take on to earn the return

Volatility

17.55%

Benchmark approx 15.98%

A standard deviation reflecting historical swings.

Sensitivity

0.97

Beta vs benchmark 1.00 · 3% less reactive

How strongly the scheme moves with the index.

Risk-reward

−0.19

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −14.81%. It has not yet recovered.

Max drawdowns

−14.81%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−14.81%	–	–	–
Benchmark	31 Jul 2025	30 Mar 2026	−14.69%	242 days	–	–

Scheme

Peak–

Trough–

Depth−14.81%

Fell over–

Recovered–

Recovery took–

Benchmark

Peak31 Jul 2025

Trough30 Mar 2026

Depth−14.69%

Fell over242 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

33.22

P/B ratio

3.93

Dividend yield

0.31%

Avg market cap

₹1.21 L Cr

Median market cap

₹1.41 L Cr

Asset class

Equity

Market cap

Large cap60.93%

Mid cap36.09%

Small cap

Cash & others

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