Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
1.48%
6 Months
0.50%
11.85%
1 Year
6.34%
11.16%
3 Years
19.74%
13.35%
5 Years
16.62%
—
Since Inception
20.10%
21.99%
Fund Age
6 yrs 1 mo
3 yrs 5 mo
AUM
₹56.91 Cr
₹41.04 Cr
Alpha – 1 Year
1.64%
6.44%
Alpha – 3 Years
7.64%
1.26%
Information Ratio – 3 Years
0.90
0.11
Volatility – 1 Year
16.52%
21.97%
Volatility – 3 Years
17.18%
19.58%
Beta – 1 Year
0.89
1.20
Beta – 3 Years
1.04
1.06
Sharpe Ratio – 1 Year
0.14
0.35
Sharpe Ratio – 3 Years
0.84
0.47
Worst Rolling Year
18.93%
13.36%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−18.72%
−23.16%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
16.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
—
Number of Stocks
20
—
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%