Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Karma - Wealth Builder
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%
4.30%
6 Months
11.85%
9.50%
1 Year
11.16%
10.30%
3 Years
13.35%
13.40%
5 Years
—
13.85%
Since Inception
21.99%
12.90%
Fund Age
3 yrs 5 mo
19 yrs 8 mo
AUM
₹41.04 Cr
₹295.65 Cr
Alpha – 1 Year
6.44%
5.60%
Alpha – 3 Years
1.26%
1.30%
Information Ratio – 3 Years
0.11
0.46
Volatility – 1 Year
21.97%
20.18%
Volatility – 3 Years
19.58%
17.30%
Beta – 1 Year
1.20
1.09
Beta – 3 Years
1.06
1.05
Sharpe Ratio – 1 Year
0.35
0.32
Sharpe Ratio – 3 Years
0.47
0.49
Worst Rolling Year
13.36%
-20.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.79 Cr
Deepest Drawdown
−23.16%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
16.60%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
—
L 21% · M 15% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –