Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
11.85%
5.19%
1 Year
11.16%
−0.45%
3 Years
13.35%
11.72%
5 Years
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Since Inception
21.99%
12.62%
Fund Age
3 yrs 5 mo
3 yrs 8 mo
AUM
₹41.04 Cr
₹42.96 Cr
Alpha – 1 Year
6.44%
−3.43%
Alpha – 3 Years
1.26%
−0.17%
Information Ratio – 3 Years
0.11
-0.16
Volatility – 1 Year
21.97%
16.93%
Volatility – 3 Years
19.58%
15.20%
Beta – 1 Year
1.20
0.92
Beta – 3 Years
1.06
0.91
Sharpe Ratio – 1 Year
0.35
-0.27
Sharpe Ratio – 3 Years
0.47
0.45
Worst Rolling Year
13.36%
11.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−23.16%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
15.01%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 39% · M 39% · S 22%
Number of Stocks
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Portfolio P/E
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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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
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Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%