Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
KEDIA - Multi Cap
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%
2.23%
6 Months
11.85%
7.97%
1 Year
11.16%
6.21%
3 Years
13.35%
12.78%
5 Years
—
14.19%
Since Inception
21.99%
16.41%
Fund Age
3 yrs 5 mo
7 yrs 3 mo
AUM
₹41.04 Cr
₹115.97 Cr
Alpha – 1 Year
6.44%
1.49%
Alpha – 3 Years
1.26%
0.69%
Information Ratio – 3 Years
0.11
0.20
Volatility – 1 Year
21.97%
15.75%
Volatility – 3 Years
19.58%
15.69%
Beta – 1 Year
1.20
0.82
Beta – 3 Years
1.06
0.88
Sharpe Ratio – 1 Year
0.35
0.12
Sharpe Ratio – 3 Years
0.47
0.51
Worst Rolling Year
13.36%
11.84%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−23.16%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
35
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%