Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
11.85%
19.55%
1 Year
11.16%
11.69%
3 Years
13.35%
15.46%
5 Years
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Since Inception
21.99%
23.05%
Fund Age
3 yrs 5 mo
3 yrs 4 mo
AUM
₹41.04 Cr
₹95.08 Cr
Alpha – 1 Year
6.44%
8.71%
Alpha – 3 Years
1.26%
3.58%
Information Ratio – 3 Years
0.11
0.52
Volatility – 1 Year
21.97%
27.25%
Volatility – 3 Years
19.58%
23.29%
Beta – 1 Year
1.20
1.44
Beta – 3 Years
1.06
1.22
Sharpe Ratio – 1 Year
0.35
0.33
Sharpe Ratio – 3 Years
0.47
0.66
Worst Rolling Year
13.36%
15.47%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−23.16%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
17.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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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 · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
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Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%