Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Galaxy vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
ACE PRO - Galaxy
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.12%
1.48%
6 Months
−4.71%
11.85%
1 Year
−3.08%
11.16%
3 Years
0.90%
13.35%
5 Years
2.23%
—
Since Inception
3.05%
21.99%
Fund Age
8 yrs 1 mo
3 yrs 5 mo
AUM
₹0.38 Cr
₹41.04 Cr
Alpha – 1 Year
−2.73%
6.44%
Alpha – 3 Years
−8.10%
1.26%
Information Ratio – 3 Years
-0.39
0.11
Volatility – 1 Year
6.90%
21.97%
Volatility – 3 Years
8.35%
19.58%
Beta – 1 Year
0.35
1.20
Beta – 3 Years
0.40
1.06
Sharpe Ratio – 1 Year
-1.18
0.35
Sharpe Ratio – 3 Years
-0.31
0.47
Worst Rolling Year
0.90%
13.36%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−16.09%
−23.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.95%
100.00%
Median Rolling Year
7.09%
16.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
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Top 5 Holdings
Aditya Birla SL Liquid Fund - Direct (G) · 39.47%
Lupin Ltd · 22.96%
Other Funds · 15.79%
Godrej Consumer Products Ltd · 7.34%
Gujarat Pipavav Port Ltd · 6.23%
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)
3% / 2% / 1%
2% / 0% / 0%