Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
1.48%
6 Months
7.53%
11.85%
1 Year
10.69%
11.16%
3 Years
9.96%
13.35%
5 Years
10.97%
—
Since Inception
20.53%
21.99%
Fund Age
14 yrs 7 mo
3 yrs 5 mo
AUM
₹132.39 Cr
₹41.04 Cr
Alpha – 1 Year
5.97%
6.44%
Alpha – 3 Years
−2.13%
1.26%
Information Ratio – 3 Years
-0.28
0.11
Volatility – 1 Year
20.88%
21.97%
Volatility – 3 Years
19.08%
19.58%
Beta – 1 Year
1.15
1.20
Beta – 3 Years
1.12
1.06
Sharpe Ratio – 1 Year
0.34
0.35
Sharpe Ratio – 3 Years
0.32
0.47
Worst Rolling Year
-4.87%
13.36%
Value at Worst Rolling Year
₹0.95 Cr
₹1.13 Cr
Deepest Drawdown
−22.42%
−23.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
16.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
—
Number of Stocks
23
—
Portfolio P/E
60.38
—
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%