Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.48%
0.48%
6 Months
11.85%
0.17%
1 Year
11.16%
1.53%
3 Years
13.35%
6.30%
5 Years
—
7.16%
Since Inception
21.99%
16.58%
Fund Age
3 yrs 5 mo
6 yrs 6 mo
AUM
₹41.04 Cr
₹182.72 Cr
Alpha – 1 Year
6.44%
−3.19%
Alpha – 3 Years
1.26%
−5.79%
Information Ratio – 3 Years
0.11
-1.15
Volatility – 1 Year
21.97%
17.17%
Volatility – 3 Years
19.58%
15.94%
Beta – 1 Year
1.20
0.97
Beta – 3 Years
1.06
0.99
Sharpe Ratio – 1 Year
0.35
-0.13
Sharpe Ratio – 3 Years
0.47
0.13
Worst Rolling Year
13.36%
6.16%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−23.16%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
60
Portfolio P/E
—
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%