Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.48%
2.85%
6 Months
11.85%
22.81%
1 Year
11.16%
15.74%
3 Years
13.35%
19.34%
5 Years
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Since Inception
21.99%
24.49%
Fund Age
3 yrs 5 mo
3 yrs 3 mo
AUM
₹41.04 Cr
₹446.96 Cr
Alpha – 1 Year
6.44%
11.02%
Alpha – 3 Years
1.26%
7.25%
Information Ratio – 3 Years
0.11
0.86
Volatility – 1 Year
21.97%
23.09%
Volatility – 3 Years
19.58%
17.79%
Beta – 1 Year
1.20
1.11
Beta – 3 Years
1.06
0.93
Sharpe Ratio – 1 Year
0.35
0.51
Sharpe Ratio – 3 Years
0.47
0.79
Worst Rolling Year
13.36%
19.32%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−23.16%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 19% · S 80%
Number of Stocks
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30
Portfolio P/E
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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%
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Top Sectors
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Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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