Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Right Horizons - Perennial
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%
11.46%
1 Year
11.16%
8.21%
3 Years
13.35%
12.09%
5 Years
—
11.81%
Since Inception
21.99%
13.34%
Fund Age
3 yrs 5 mo
5 yrs 3 mo
AUM
₹41.04 Cr
₹34.29 Cr
Alpha – 1 Year
6.44%
5.23%
Alpha – 3 Years
1.26%
0.21%
Information Ratio – 3 Years
0.11
0.17
Volatility – 1 Year
21.97%
24.84%
Volatility – 3 Years
19.58%
21.42%
Beta – 1 Year
1.20
1.25
Beta – 3 Years
1.06
1.08
Sharpe Ratio – 1 Year
0.35
0.21
Sharpe Ratio – 3 Years
0.47
0.49
Worst Rolling Year
13.36%
7.11%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−23.16%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2.5% / 0% / 0%