Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
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
0.64%
1.48%
6 Months
21.51%
11.85%
1 Year
15.87%
11.16%
3 Years
14.38%
13.35%
5 Years
17.96%
—
Since Inception
16.82%
21.99%
Fund Age
8 yrs 9 mo
3 yrs 5 mo
AUM
₹1,503.25 Cr
₹41.04 Cr
Alpha – 1 Year
11.15%
6.44%
Alpha – 3 Years
2.29%
1.26%
Information Ratio – 3 Years
0.39
0.11
Volatility – 1 Year
27.51%
21.97%
Volatility – 3 Years
22.70%
19.58%
Beta – 1 Year
1.48
1.20
Beta – 3 Years
1.25
1.06
Sharpe Ratio – 1 Year
0.47
0.35
Sharpe Ratio – 3 Years
0.50
0.47
Worst Rolling Year
1.64%
13.36%
Value at Worst Rolling Year
₹1.02 Cr
₹1.13 Cr
Deepest Drawdown
−24.39%
−23.16%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
16.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
—
Number of Stocks
17
—
Portfolio P/E
—
—
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%