Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Nippon - Absolute Freedom - ABS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.48%
5.68%
6 Months
11.85%
10.98%
1 Year
11.16%
10.72%
3 Years
13.35%
15.83%
5 Years
—
13.58%
Since Inception
21.99%
14.48%
Fund Age
3 yrs 5 mo
21 yrs 11 mo
AUM
₹41.04 Cr
₹8.51 Cr
Alpha – 1 Year
6.44%
6.00%
Alpha – 3 Years
1.26%
3.74%
Information Ratio – 3 Years
0.11
0.71
Volatility – 1 Year
21.97%
16.38%
Volatility – 3 Years
19.58%
14.45%
Beta – 1 Year
1.20
0.87
Beta – 3 Years
1.06
0.89
Sharpe Ratio – 1 Year
0.35
0.33
Sharpe Ratio – 3 Years
0.47
0.72
Worst Rolling Year
13.36%
-12.28%
Value at Worst Rolling Year
₹1.13 Cr
₹0.88 Cr
Deepest Drawdown
−23.16%
−17.66%
Recovery Period
Not yet recovered
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
16.60%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
—
L 23% · M 15% · S 43%
Number of Stocks
—
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%