Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.48%
4.22%
6 Months
11.85%
14.78%
1 Year
11.16%
3.60%
3 Years
13.35%
26.42%
5 Years
—
15.65%
Since Inception
21.99%
19.18%
Fund Age
3 yrs 5 mo
5 yrs 5 mo
AUM
₹41.04 Cr
₹730.87 Cr
Alpha – 1 Year
6.44%
0.62%
Alpha – 3 Years
1.26%
14.53%
Information Ratio – 3 Years
0.11
0.84
Volatility – 1 Year
21.97%
21.03%
Volatility – 3 Years
19.58%
18.57%
Beta – 1 Year
1.20
0.98
Beta – 3 Years
1.06
0.72
Sharpe Ratio – 1 Year
0.35
0.01
Sharpe Ratio – 3 Years
0.47
1.08
Worst Rolling Year
13.36%
8.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−23.16%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 11% · M 7% · S 82%
Number of Stocks
—
17
Portfolio P/E
—
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
—
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%