Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Investvalue India Winners Portfolio
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Investvalue India Winners Portfolio
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%
5.49%
6 Months
11.85%
—
1 Year
11.16%
—
3 Years
13.35%
—
5 Years
—
—
Since Inception
21.99%
17.31%
Fund Age
3 yrs 5 mo
5 mo
AUM
₹41.04 Cr
₹30.77 Cr
Alpha – 1 Year
6.44%
—
Alpha – 3 Years
1.26%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
21.97%
—
Volatility – 3 Years
19.58%
—
Beta – 1 Year
1.20
—
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.35
—
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
13.36%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.16%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.60%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 20% · M 23% · S 49%
Number of Stocks
—
20
Portfolio P/E
—
53.40
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%
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
Top Sectors
—
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
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%