Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
1.48%
6 Months
−2.30%
11.85%
1 Year
1.68%
11.16%
3 Years
13.91%
13.35%
5 Years
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Since Inception
14.05%
21.99%
Fund Age
3 yrs 10 mo
3 yrs 5 mo
AUM
₹53.78 Cr
₹41.04 Cr
Alpha – 1 Year
−3.04%
6.44%
Alpha – 3 Years
1.82%
1.26%
Information Ratio – 3 Years
0.34
0.11
Volatility – 1 Year
15.80%
21.97%
Volatility – 3 Years
15.64%
19.58%
Beta – 1 Year
0.86
1.20
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
-0.15
0.35
Sharpe Ratio – 3 Years
0.71
0.47
Worst Rolling Year
15.78%
13.36%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−18.40%
−23.16%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
16.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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Top 5 Holdings
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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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%