Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Electrum - Laureate Portfolio
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
1.48%
2.93%
6 Months
11.85%
27.08%
1 Year
11.16%
22.70%
3 Years
13.35%
18.13%
5 Years
—
21.00%
Since Inception
21.99%
30.05%
Fund Age
3 yrs 5 mo
5 yrs 9 mo
AUM
₹41.04 Cr
₹670.5 Cr
Alpha – 1 Year
6.44%
17.98%
Alpha – 3 Years
1.26%
6.04%
Information Ratio – 3 Years
0.11
0.67
Volatility – 1 Year
21.97%
26.20%
Volatility – 3 Years
19.58%
22.70%
Beta – 1 Year
1.20
1.32
Beta – 3 Years
1.06
1.09
Sharpe Ratio – 1 Year
0.35
0.70
Sharpe Ratio – 3 Years
0.47
0.71
Worst Rolling Year
13.36%
15.94%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−23.16%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 95%
Number of Stocks
—
26
Portfolio P/E
—
27.00
Top 5 Holdings
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%