Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.48%
0.25%
6 Months
11.85%
15.19%
1 Year
11.16%
3.21%
3 Years
13.35%
19.65%
5 Years
—
—
Since Inception
21.99%
25.09%
Fund Age
3 yrs 5 mo
3 yrs 5 mo
AUM
₹41.04 Cr
₹4,148.34 Cr
Alpha – 1 Year
6.44%
0.23%
Alpha – 3 Years
1.26%
7.77%
Information Ratio – 3 Years
0.11
0.62
Volatility – 1 Year
21.97%
21.54%
Volatility – 3 Years
19.58%
22.15%
Beta – 1 Year
1.20
1.06
Beta – 3 Years
1.06
1.15
Sharpe Ratio – 1 Year
0.35
-0.01
Sharpe Ratio – 3 Years
0.47
0.68
Worst Rolling Year
13.36%
19.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−23.16%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%