Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.48%
2.02%
6 Months
11.85%
3.65%
1 Year
11.16%
3.23%
3 Years
13.35%
14.74%
5 Years
—
14.10%
Since Inception
21.99%
17.53%
Fund Age
3 yrs 5 mo
7 yrs 11 mo
AUM
₹41.04 Cr
₹54.28 Cr
Alpha – 1 Year
6.44%
−1.49%
Alpha – 3 Years
1.26%
2.65%
Information Ratio – 3 Years
0.11
0.42
Volatility – 1 Year
21.97%
16.98%
Volatility – 3 Years
19.58%
19.62%
Beta – 1 Year
1.20
0.94
Beta – 3 Years
1.06
1.15
Sharpe Ratio – 1 Year
0.35
-0.05
Sharpe Ratio – 3 Years
0.47
0.58
Worst Rolling Year
13.36%
16.92%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−23.16%
−25.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
29.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%