Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
11.85%
4.79%
1 Year
11.16%
−0.59%
3 Years
13.35%
11.57%
5 Years
—
13.86%
Since Inception
21.99%
15.96%
Fund Age
3 yrs 5 mo
5 yrs 5 mo
AUM
₹41.04 Cr
₹45.81 Cr
Alpha – 1 Year
6.44%
−5.31%
Alpha – 3 Years
1.26%
−0.52%
Information Ratio – 3 Years
0.11
-0.06
Volatility – 1 Year
21.97%
21.96%
Volatility – 3 Years
19.58%
17.35%
Beta – 1 Year
1.20
1.19
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.35
-0.16
Sharpe Ratio – 3 Years
0.47
0.42
Worst Rolling Year
13.36%
10.84%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−23.16%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 23% · M 4% · S 73%
Number of Stocks
—
16
Portfolio P/E
—
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%