Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
MOAT - Emerging Moat
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%
2.64%
6 Months
11.85%
5.29%
1 Year
11.16%
2.64%
3 Years
13.35%
8.64%
5 Years
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Since Inception
21.99%
12.31%
Fund Age
3 yrs 5 mo
3 yrs 11 mo
AUM
₹41.04 Cr
₹56.94 Cr
Alpha – 1 Year
6.44%
−2.08%
Alpha – 3 Years
1.26%
−3.45%
Information Ratio – 3 Years
0.11
-0.33
Volatility – 1 Year
21.97%
19.56%
Volatility – 3 Years
19.58%
17.76%
Beta – 1 Year
1.20
1.08
Beta – 3 Years
1.06
1.07
Sharpe Ratio – 1 Year
0.35
-0.05
Sharpe Ratio – 3 Years
0.47
0.31
Worst Rolling Year
13.36%
8.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−23.16%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
14.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
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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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%