Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Nuvama Equities eXpansion Target
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Nuvama Equities eXpansion Target
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%
2.94%
6 Months
11.85%
19.15%
1 Year
11.16%
14.85%
3 Years
13.35%
14.64%
5 Years
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Since Inception
21.99%
15.52%
Fund Age
3 yrs 5 mo
3 yrs 3 mo
AUM
₹41.04 Cr
₹213.16 Cr
Alpha – 1 Year
6.44%
10.13%
Alpha – 3 Years
1.26%
2.55%
Information Ratio – 3 Years
0.11
0.17
Volatility – 1 Year
21.97%
28.62%
Volatility – 3 Years
19.58%
24.62%
Beta – 1 Year
1.20
1.48
Beta – 3 Years
1.06
1.33
Sharpe Ratio – 1 Year
0.35
0.43
Sharpe Ratio – 3 Years
0.47
0.46
Worst Rolling Year
13.36%
12.87%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−23.16%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
15.08%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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33
Portfolio P/E
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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%
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Top Sectors
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Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%