Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Motilal Oswal - Ethical
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%
1.53%
6 Months
11.85%
18.13%
1 Year
11.16%
13.15%
3 Years
13.35%
14.12%
5 Years
—
11.96%
Since Inception
21.99%
13.25%
Fund Age
3 yrs 5 mo
5 yrs 1 mo
AUM
₹41.04 Cr
₹77.09 Cr
Alpha – 1 Year
6.44%
10.17%
Alpha – 3 Years
1.26%
2.24%
Information Ratio – 3 Years
0.11
0.36
Volatility – 1 Year
21.97%
23.76%
Volatility – 3 Years
19.58%
19.81%
Beta – 1 Year
1.20
1.23
Beta – 3 Years
1.06
1.14
Sharpe Ratio – 1 Year
0.35
0.40
Sharpe Ratio – 3 Years
0.47
0.50
Worst Rolling Year
13.36%
8.04%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−23.16%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 28% · M 28% · S 44%
Number of Stocks
—
20
Portfolio P/E
—
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
—
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%