Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Couture vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Couture
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.93%
1.48%
6 Months
43.59%
11.85%
1 Year
46.18%
11.16%
3 Years
—
13.35%
5 Years
—
—
Since Inception
25.82%
21.99%
Fund Age
2 yrs 11 mo
3 yrs 5 mo
AUM
₹392.78 Cr
₹41.04 Cr
Alpha – 1 Year
41.46%
6.44%
Alpha – 3 Years
—
1.26%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
26.76%
21.97%
Volatility – 3 Years
20.33%
19.58%
Beta – 1 Year
1.20
1.20
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
1.36
0.35
Sharpe Ratio – 3 Years
1.02
0.47
Worst Rolling Year
—
13.36%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−20.83%
−23.16%
Recovery Period
254 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 21% · S 59%
—
Number of Stocks
21
—
Portfolio P/E
44.70
—
Top 5 Holdings
Timex Group India Ltd · 10.06%
Aditya Infotech Ltd · 8.23%
Syrma SGS Technology Ltd · 7.07%
BSE Ltd · 5.61%
Sansera Engineering Ltd · 5.47%
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
1.50% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 15%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / – / –
2% / 0% / 0%