Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
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
4.23%
1.48%
6 Months
0.96%
11.85%
1 Year
14.90%
11.16%
3 Years
14.68%
13.35%
5 Years
10.31%
—
Since Inception
19.96%
21.99%
Fund Age
24 yrs 3 mo
3 yrs 5 mo
AUM
₹757.54 Cr
₹41.04 Cr
Alpha – 1 Year
10.18%
6.44%
Alpha – 3 Years
2.59%
1.26%
Information Ratio – 3 Years
0.54
0.11
Volatility – 1 Year
22.77%
21.97%
Volatility – 3 Years
22.88%
19.58%
Beta – 1 Year
1.00
1.20
Beta – 3 Years
1.22
1.06
Sharpe Ratio – 1 Year
0.49
0.35
Sharpe Ratio – 3 Years
0.49
0.47
Worst Rolling Year
-9.25%
13.36%
Value at Worst Rolling Year
₹0.91 Cr
₹1.13 Cr
Deepest Drawdown
−36.23%
−23.16%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
16.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 41% · M 14% · S 34%
—
Number of Stocks
62
—
Portfolio P/E
36.83
—
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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)
1% / 0% / 0%
2% / 0% / 0%