Compare Schemes

ABN - Flagship Equity vs CREDENT AIM MULTI CAP STRATEGY

ABN - Flagship Equity

CREDENT AIM MULTI CAP STRATEGY

Add Scheme

Growth of ₹1 Crore

ABN - Flagship Equity

CREDENT AIM MULTI CAP STRATEGY

Return for the risk

3 yrs return

10%

15%

20%

CREDENT AIM MULTI CAP STRATEGY

13.3% • vol 19.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

2.96%

1.48%

6 Months

14.37%

11.85%

1 Year

—

11.16%

3 Years

—

13.35%

5 Years

—

Since Inception

13.39%

21.99%

Fund Age

7 mo

3 yrs 5 mo

AUM

₹19.88 Cr

₹41.04 Cr

Alpha – 1 Year

—

6.44%

Alpha – 3 Years

—

1.26%

Information Ratio – 3 Years

—

0.11

Volatility – 1 Year

—

21.97%

Volatility – 3 Years

—

19.58%

Beta – 1 Year

—

1.20

Beta – 3 Years

—

1.06

Sharpe Ratio – 1 Year

—

0.35

Sharpe Ratio – 3 Years

—

0.47

Worst Rolling Year

—

13.36%

Value at Worst Rolling Year

—

₹1.13 Cr

Deepest Drawdown

—

−23.16%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

16.60%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

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

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

2% / 0% / 0%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.