Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
11.85%
0.28%
1 Year
11.16%
2.14%
3 Years
13.35%
10.02%
5 Years
—
13.15%
Since Inception
21.99%
11.46%
Fund Age
3 yrs 5 mo
8 yrs 7 mo
AUM
₹41.04 Cr
₹585.94 Cr
Alpha – 1 Year
6.44%
2.49%
Alpha – 3 Years
1.26%
1.02%
Information Ratio – 3 Years
0.11
0.18
Volatility – 1 Year
21.97%
16.38%
Volatility – 3 Years
19.58%
14.42%
Beta – 1 Year
1.20
1.00
Beta – 3 Years
1.06
0.96
Sharpe Ratio – 1 Year
0.35
-0.13
Sharpe Ratio – 3 Years
0.47
0.38
Worst Rolling Year
13.36%
3.37%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−23.16%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
—
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 0%