Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.61%
1.48%
6 Months
4.03%
11.85%
1 Year
4.49%
11.16%
3 Years
14.35%
13.35%
5 Years
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Since Inception
16.62%
21.99%
Fund Age
4 yrs
3 yrs 5 mo
AUM
₹303 Cr
₹41.04 Cr
Alpha – 1 Year
4.92%
6.44%
Alpha – 3 Years
5.78%
1.26%
Information Ratio – 3 Years
1.15
0.11
Volatility – 1 Year
16.32%
21.97%
Volatility – 3 Years
14.15%
19.58%
Beta – 1 Year
0.98
1.20
Beta – 3 Years
0.97
1.06
Sharpe Ratio – 1 Year
0.01
0.35
Sharpe Ratio – 3 Years
0.64
0.47
Worst Rolling Year
14.36%
13.36%
Value at Worst Rolling Year
₹1.14 Cr
₹1.13 Cr
Deepest Drawdown
−16.17%
−23.16%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.76%
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
0.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%