Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Prabhudas-Aqua Strategy
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%
−0.63%
6 Months
11.85%
8.65%
1 Year
11.16%
10.66%
3 Years
13.35%
—
5 Years
—
—
Since Inception
21.99%
22.10%
Fund Age
3 yrs 5 mo
2 yrs 7 mo
AUM
₹41.04 Cr
₹374.18 Cr
Alpha – 1 Year
6.44%
2.92%
Alpha – 3 Years
1.26%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
21.97%
10.32%
Volatility – 3 Years
19.58%
—
Beta – 1 Year
1.20
0.27
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.35
0.50
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
13.36%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.16%
−8.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.60%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 49% · M 41% · S 9%
Number of Stocks
—
37
Portfolio P/E
—
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
—
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%