Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.48%
−2.26%
6 Months
11.85%
9.35%
1 Year
11.16%
10.43%
3 Years
13.35%
15.16%
5 Years
—
—
Since Inception
21.99%
21.24%
Fund Age
3 yrs 5 mo
4 yrs 11 mo
AUM
₹41.04 Cr
₹16.88 Cr
Alpha – 1 Year
6.44%
8.57%
Alpha – 3 Years
1.26%
3.08%
Information Ratio – 3 Years
0.11
0.34
Volatility – 1 Year
21.97%
33.08%
Volatility – 3 Years
19.58%
27.65%
Beta – 1 Year
1.20
1.54
Beta – 3 Years
1.06
1.38
Sharpe Ratio – 1 Year
0.35
0.28
Sharpe Ratio – 3 Years
0.47
0.51
Worst Rolling Year
13.36%
12.88%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−23.16%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
24.61%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
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
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%