Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
1.48%
6 Months
0.51%
11.85%
1 Year
12.01%
11.16%
3 Years
12.45%
13.35%
5 Years
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—
Since Inception
12.40%
21.99%
Fund Age
3 yrs
3 yrs 5 mo
AUM
₹22.7 Cr
₹41.04 Cr
Alpha – 1 Year
12.36%
6.44%
Alpha – 3 Years
3.45%
1.26%
Information Ratio – 3 Years
0.50
0.11
Volatility – 1 Year
19.89%
21.97%
Volatility – 3 Years
17.57%
19.58%
Beta – 1 Year
1.18
1.20
Beta – 3 Years
1.20
1.06
Sharpe Ratio – 1 Year
0.40
0.35
Sharpe Ratio – 3 Years
0.46
0.47
Worst Rolling Year
12.43%
13.36%
Value at Worst Rolling Year
₹1.12 Cr
₹1.13 Cr
Deepest Drawdown
−26.54%
−23.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
16.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
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Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
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
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%