Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
MOAT - Moderate Compounders
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%
2.75%
6 Months
11.85%
8.17%
1 Year
11.16%
3.28%
3 Years
13.35%
8.41%
5 Years
—
12.53%
Since Inception
21.99%
11.01%
Fund Age
3 yrs 5 mo
12 yrs 9 mo
AUM
₹41.04 Cr
₹16.57 Cr
Alpha – 1 Year
6.44%
−1.44%
Alpha – 3 Years
1.26%
−3.68%
Information Ratio – 3 Years
0.11
-0.32
Volatility – 1 Year
21.97%
20.74%
Volatility – 3 Years
19.58%
17.91%
Beta – 1 Year
1.20
1.13
Beta – 3 Years
1.06
1.09
Sharpe Ratio – 1 Year
0.35
0.00
Sharpe Ratio – 3 Years
0.47
0.32
Worst Rolling Year
13.36%
-16.89%
Value at Worst Rolling Year
₹1.13 Cr
₹0.83 Cr
Deepest Drawdown
−23.16%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
16.60%
13.43%
5-Year Rolling Windows Positive
—
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%