Portfolio Management Services (PMS)Compare Schemes
AlphaaMoney Equity+ vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
AlphaaMoney Equity+
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.20%
1.48%
6 Months
6.05%
11.85%
1 Year
15.36%
11.16%
3 Years
—
13.35%
5 Years
—
—
Since Inception
17.53%
21.99%
Fund Age
2 yrs 10 mo
3 yrs 5 mo
AUM
₹1.33 Cr
₹41.04 Cr
Alpha – 1 Year
15.71%
6.44%
Alpha – 3 Years
—
1.26%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
15.48%
21.97%
Volatility – 3 Years
—
19.58%
Beta – 1 Year
0.83
1.20
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.66
0.35
Sharpe Ratio – 3 Years
—
0.47
Worst Rolling Year
—
13.36%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−10.68%
−23.16%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 56% · M 10% · S 0%
—
Number of Stocks
7
—
Portfolio P/E
—
—
Top 5 Holdings
Motilal Oswal NASDAQ-100 ETF · 23.79%
ICICI Pru Nifty 100 Low Volatility 30 ETF · 19.45%
HDFC NIFTY200 Momentum 30 ETF · 18.81%
Nippon India ETF Nifty 50 BeES · 16.82%
ICICI Pru Gold ETF · 7.83%
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
Others · 31.02%
Financial Services · 20.79%
Fast Moving Consumer Goods · 9.91%
—
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0.75% / 0% / 0%
2% / 0% / 0%