Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Ksema - Future Frontier 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%
3.35%
6 Months
11.85%
27.55%
1 Year
11.16%
—
3 Years
13.35%
—
5 Years
—
—
Since Inception
21.99%
23.98%
Fund Age
3 yrs 5 mo
7 mo
AUM
₹41.04 Cr
₹3.83 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 18% · M 24% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
—
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
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% / 1%