Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
11.85%
2.17%
1 Year
11.16%
7.07%
3 Years
13.35%
15.12%
5 Years
—
—
Since Inception
21.99%
19.80%
Fund Age
3 yrs 5 mo
7 yrs 3 mo
AUM
₹41.04 Cr
₹7.19 Cr
Alpha – 1 Year
6.44%
7.50%
Alpha – 3 Years
1.26%
6.56%
Information Ratio – 3 Years
0.11
1.22
Volatility – 1 Year
21.97%
19.38%
Volatility – 3 Years
19.58%
16.31%
Beta – 1 Year
1.20
1.18
Beta – 3 Years
1.06
1.13
Sharpe Ratio – 1 Year
0.35
0.17
Sharpe Ratio – 3 Years
0.47
0.62
Worst Rolling Year
13.36%
14.31%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−23.16%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
16.29%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –