Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Eternal-Long Life vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Eternal-Long Life
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
1.48%
6 Months
1.58%
11.85%
1 Year
−4.61%
11.16%
3 Years
—
13.35%
5 Years
—
—
Since Inception
7.74%
21.99%
Fund Age
2 yrs 7 mo
3 yrs 5 mo
AUM
₹33.19 Cr
₹41.04 Cr
Alpha – 1 Year
−7.59%
6.44%
Alpha – 3 Years
—
1.26%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
20.19%
21.97%
Volatility – 3 Years
—
19.58%
Beta – 1 Year
1.12
1.20
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
-0.41
0.35
Sharpe Ratio – 3 Years
—
0.47
Worst Rolling Year
—
13.36%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−19.06%
−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 5% · M 31% · S 60%
—
Number of Stocks
50
—
Portfolio P/E
39.07
—
Top 5 Holdings
Kotak Nifty Chemicals ETF · 4.93%
Action Construction Equipment Ltd · 4.28%
Ipca Laboratories Ltd · 4.15%
Finolex Cables Ltd · 3.55%
Inventurus Knowledge Solutions Ltd · 3.23%
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 · 21.89%
Healthcare · 14.02%
Chemicals · 12.76%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%