Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Emkay Investments - Capital Builder
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
1.48%
1.99%
6 Months
11.85%
8.53%
1 Year
11.16%
11.64%
3 Years
13.35%
17.19%
5 Years
—
15.63%
Since Inception
21.99%
16.41%
Fund Age
3 yrs 5 mo
13 yrs 4 mo
AUM
₹41.04 Cr
₹575.07 Cr
Alpha – 1 Year
6.44%
6.92%
Alpha – 3 Years
1.26%
5.10%
Information Ratio – 3 Years
0.11
0.78
Volatility – 1 Year
21.97%
17.51%
Volatility – 3 Years
19.58%
14.23%
Beta – 1 Year
1.20
0.92
Beta – 3 Years
1.06
0.84
Sharpe Ratio – 1 Year
0.35
0.42
Sharpe Ratio – 3 Years
0.47
0.84
Worst Rolling Year
13.36%
-7.95%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−23.16%
−14.61%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
93.59%
Median Rolling Year
16.60%
16.55%
5-Year Rolling Windows Positive
—
99.01%
Market-Cap Mix
—
L 61% · M 15% · S 25%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—