Portfolio Management Services (PMS)Compare Schemes
Bonanza - Growth vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Bonanza - Growth
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.68%
1.48%
6 Months
−1.81%
11.85%
1 Year
5.85%
11.16%
3 Years
8.65%
13.35%
5 Years
7.90%
—
Since Inception
16.09%
21.99%
Fund Age
16 yrs 4 mo
3 yrs 5 mo
AUM
₹22.08 Cr
₹41.04 Cr
Alpha – 1 Year
6.20%
6.44%
Alpha – 3 Years
−0.35%
1.26%
Information Ratio – 3 Years
0.11
0.11
Volatility – 1 Year
17.32%
21.97%
Volatility – 3 Years
15.11%
19.58%
Beta – 1 Year
0.79
1.20
Beta – 3 Years
0.87
1.06
Sharpe Ratio – 1 Year
0.10
0.35
Sharpe Ratio – 3 Years
0.36
0.47
Worst Rolling Year
0.88%
13.36%
Value at Worst Rolling Year
₹1.01 Cr
₹1.13 Cr
Deepest Drawdown
−17.79%
−23.16%
Recovery Period
297 days
Not yet recovered
1-Year Rolling Windows Positive
99.98%
100.00%
Median Rolling Year
18.31%
16.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 22% · M 16% · S 47%
—
Number of Stocks
37
—
Portfolio P/E
45.09
—
Top 5 Holdings
Cash & Cash Equivalent · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
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 · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%