Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.48%
4.05%
6 Months
11.85%
6.73%
1 Year
11.16%
−2.26%
3 Years
13.35%
32.06%
5 Years
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Since Inception
21.99%
37.04%
Fund Age
3 yrs 5 mo
3 yrs
AUM
₹41.04 Cr
₹174.65 Cr
Alpha – 1 Year
6.44%
−5.24%
Alpha – 3 Years
1.26%
20.17%
Information Ratio – 3 Years
0.11
0.81
Volatility – 1 Year
21.97%
26.32%
Volatility – 3 Years
19.58%
22.60%
Beta – 1 Year
1.20
1.14
Beta – 3 Years
1.06
0.69
Sharpe Ratio – 1 Year
0.35
-0.17
Sharpe Ratio – 3 Years
0.47
1.11
Worst Rolling Year
13.36%
32.07%
Value at Worst Rolling Year
₹1.13 Cr
₹1.32 Cr
Deepest Drawdown
−23.16%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
33.22%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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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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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%