Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
ORO - All Weather Portfolio
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%
−0.19%
6 Months
11.85%
−0.42%
1 Year
11.16%
−4.58%
3 Years
13.35%
16.32%
5 Years
—
13.17%
Since Inception
21.99%
13.94%
Fund Age
3 yrs 5 mo
6 yrs 6 mo
AUM
₹41.04 Cr
₹13.16 Cr
Alpha – 1 Year
6.44%
−7.56%
Alpha – 3 Years
1.26%
4.42%
Information Ratio – 3 Years
0.11
0.49
Volatility – 1 Year
21.97%
16.90%
Volatility – 3 Years
19.58%
17.54%
Beta – 1 Year
1.20
0.86
Beta – 3 Years
1.06
0.99
Sharpe Ratio – 1 Year
0.35
-0.52
Sharpe Ratio – 3 Years
0.47
0.69
Worst Rolling Year
13.36%
3.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−23.16%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 66% · M 23%
Number of Stocks
—
20
Portfolio P/E
—
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
—
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%