Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Blue-chip vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Blue-chip
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
−2.58%
1.48%
6 Months
1.87%
11.85%
1 Year
8.68%
11.16%
3 Years
16.60%
13.35%
5 Years
15.36%
—
Since Inception
12.51%
21.99%
Fund Age
8 yrs 8 mo
3 yrs 5 mo
AUM
₹4.55 Cr
₹41.04 Cr
Alpha – 1 Year
3.96%
6.44%
Alpha – 3 Years
4.51%
1.26%
Information Ratio – 3 Years
0.64
0.11
Volatility – 1 Year
15.98%
21.97%
Volatility – 3 Years
15.76%
19.58%
Beta – 1 Year
0.87
1.20
Beta – 3 Years
0.94
1.06
Sharpe Ratio – 1 Year
0.27
0.35
Sharpe Ratio – 3 Years
0.72
0.47
Worst Rolling Year
1.47%
13.36%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−17.84%
−23.16%
Recovery Period
136 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.72%
16.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 68% · M 14% · S 12%
—
Number of Stocks
14
—
Portfolio P/E
31.16
—
Top 5 Holdings
Cash & Cash Equivalent · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
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
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%