Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
1.48%
6 Months
10.82%
11.85%
1 Year
8.67%
11.16%
3 Years
13.08%
13.35%
5 Years
15.51%
—
Since Inception
26.40%
21.99%
Fund Age
6 yrs
3 yrs 5 mo
AUM
₹5,996.39 Cr
₹41.04 Cr
Alpha – 1 Year
3.95%
6.44%
Alpha – 3 Years
0.99%
1.26%
Information Ratio – 3 Years
0.24
0.11
Volatility – 1 Year
22.00%
21.97%
Volatility – 3 Years
18.61%
19.58%
Beta – 1 Year
1.19
1.20
Beta – 3 Years
1.02
1.06
Sharpe Ratio – 1 Year
0.24
0.35
Sharpe Ratio – 3 Years
0.55
0.47
Worst Rolling Year
12.98%
13.36%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−22.98%
−23.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
16.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 8% · M 29% · S 55%
—
Number of Stocks
30
—
Portfolio P/E
25.07
—
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
2% / 0% / 0%