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CREDENT AIM MULTI CAP STRATEGY vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
11.85%
8.08%
1 Year
11.16%
10.16%
3 Years
13.35%
15.60%
5 Years
—
—
Since Inception
21.99%
19.84%
Fund Age
3 yrs 5 mo
6 yrs 11 mo
AUM
₹41.04 Cr
₹3.18 Cr
Alpha – 1 Year
6.44%
7.18%
Alpha – 3 Years
1.26%
3.72%
Information Ratio – 3 Years
0.11
0.60
Volatility – 1 Year
21.97%
19.93%
Volatility – 3 Years
19.58%
18.09%
Beta – 1 Year
1.20
1.12
Beta – 3 Years
1.06
1.14
Sharpe Ratio – 1 Year
0.35
0.31
Sharpe Ratio – 3 Years
0.47
0.60
Worst Rolling Year
13.36%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−23.16%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
16.30%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –