Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
JM Financial - India Resurgent
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%
4.15%
6 Months
11.85%
18.21%
1 Year
11.16%
19.11%
3 Years
13.35%
23.58%
5 Years
—
18.40%
Since Inception
21.99%
13.93%
Fund Age
3 yrs 5 mo
11 yrs 4 mo
AUM
₹41.04 Cr
₹13.37 Cr
Alpha – 1 Year
6.44%
16.13%
Alpha – 3 Years
1.26%
11.69%
Information Ratio – 3 Years
0.11
1.24
Volatility – 1 Year
21.97%
18.18%
Volatility – 3 Years
19.58%
17.99%
Beta – 1 Year
1.20
0.94
Beta – 3 Years
1.06
1.01
Sharpe Ratio – 1 Year
0.35
0.75
Sharpe Ratio – 3 Years
0.47
0.97
Worst Rolling Year
13.36%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.16%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.60%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 27% · M 15% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%