Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
1.48%
6 Months
3.88%
11.85%
1 Year
−7.98%
11.16%
3 Years
11.06%
13.35%
5 Years
10.06%
—
Since Inception
11.56%
21.99%
Fund Age
5 yrs 3 mo
3 yrs 5 mo
AUM
₹106.37 Cr
₹41.04 Cr
Alpha – 1 Year
−10.96%
6.44%
Alpha – 3 Years
−0.82%
1.26%
Information Ratio – 3 Years
0.00
0.11
Volatility – 1 Year
16.00%
21.97%
Volatility – 3 Years
17.59%
19.58%
Beta – 1 Year
0.79
1.20
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.78
0.35
Sharpe Ratio – 3 Years
0.42
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
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%