Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs MOAT - Auxano Opportunity Fund
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
MOAT - Auxano Opportunity Fund
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%
5.63%
6 Months
11.85%
14.52%
1 Year
11.16%
20.60%
3 Years
13.35%
—
5 Years
—
—
Since Inception
21.99%
19.45%
Fund Age
3 yrs 5 mo
12 mo
AUM
₹41.04 Cr
—
Alpha – 1 Year
6.44%
22.56%
Alpha – 3 Years
1.26%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
21.97%
24.82%
Volatility – 3 Years
19.58%
—
Beta – 1 Year
1.20
1.30
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.35
0.65
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
13.36%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.16%
−13.69%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.60%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
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%
—
Top Sectors
—
—
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%