Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
1.48%
6 Months
14.31%
11.85%
1 Year
23.04%
11.16%
3 Years
17.41%
13.35%
5 Years
14.44%
—
Since Inception
16.04%
21.99%
Fund Age
5 yrs 2 mo
3 yrs 5 mo
AUM
₹246.55 Cr
₹41.04 Cr
Alpha – 1 Year
18.32%
6.44%
Alpha – 3 Years
5.32%
1.26%
Information Ratio – 3 Years
0.69
0.11
Volatility – 1 Year
16.66%
21.97%
Volatility – 3 Years
14.65%
19.58%
Beta – 1 Year
0.91
1.20
Beta – 3 Years
0.83
1.06
Sharpe Ratio – 1 Year
1.02
0.35
Sharpe Ratio – 3 Years
0.82
0.47
Worst Rolling Year
13.49%
13.36%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−17.20%
−23.16%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
16.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
—
Number of Stocks
33
—
Portfolio P/E
48.70
—
Top 5 Holdings
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
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 · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%