Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.48%
1.81%
6 Months
11.85%
9.83%
1 Year
11.16%
13.53%
3 Years
13.35%
28.65%
5 Years
—
30.15%
Since Inception
21.99%
22.72%
Fund Age
3 yrs 5 mo
8 yrs 8 mo
AUM
₹41.04 Cr
₹1,835.92 Cr
Alpha – 1 Year
6.44%
8.81%
Alpha – 3 Years
1.26%
16.56%
Information Ratio – 3 Years
0.11
1.28
Volatility – 1 Year
21.97%
19.12%
Volatility – 3 Years
19.58%
18.89%
Beta – 1 Year
1.20
0.96
Beta – 3 Years
1.06
0.91
Sharpe Ratio – 1 Year
0.35
0.47
Sharpe Ratio – 3 Years
0.47
1.16
Worst Rolling Year
13.36%
-6.00%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−23.16%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
16.60%
40.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
—
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%