Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Right Horizons - Super Value Fund
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%
3.00%
6 Months
11.85%
20.83%
1 Year
11.16%
12.18%
3 Years
13.35%
13.97%
5 Years
—
17.12%
Since Inception
21.99%
15.75%
Fund Age
3 yrs 5 mo
13 yrs 8 mo
AUM
₹41.04 Cr
₹205.48 Cr
Alpha – 1 Year
6.44%
9.20%
Alpha – 3 Years
1.26%
2.09%
Information Ratio – 3 Years
0.11
0.40
Volatility – 1 Year
21.97%
27.53%
Volatility – 3 Years
19.58%
22.15%
Beta – 1 Year
1.20
1.45
Beta – 3 Years
1.06
1.20
Sharpe Ratio – 1 Year
0.35
0.35
Sharpe Ratio – 3 Years
0.47
0.55
Worst Rolling Year
13.36%
-9.57%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−23.16%
−29.31%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
16.60%
17.67%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
—
L 17% · M 21% · S 60%
Number of Stocks
—
30
Portfolio P/E
—
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
—
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%