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CREDENT AIM MULTI CAP STRATEGY vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
11.85%
2.04%
1 Year
11.16%
13.04%
3 Years
13.35%
15.74%
5 Years
—
14.15%
Since Inception
21.99%
15.13%
Fund Age
3 yrs 5 mo
14 yrs 1 mo
AUM
₹41.04 Cr
₹850.7 Cr
Alpha – 1 Year
6.44%
13.39%
Alpha – 3 Years
1.26%
6.74%
Information Ratio – 3 Years
0.11
1.02
Volatility – 1 Year
21.97%
18.01%
Volatility – 3 Years
19.58%
15.42%
Beta – 1 Year
1.20
1.04
Beta – 3 Years
1.06
0.99
Sharpe Ratio – 1 Year
0.35
0.48
Sharpe Ratio – 3 Years
0.47
0.76
Worst Rolling Year
13.36%
-19.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.81 Cr
Deepest Drawdown
−23.16%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
16.60%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
—
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%