Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
11.85%
10.94%
1 Year
11.16%
1.03%
3 Years
13.35%
11.45%
5 Years
—
15.19%
Since Inception
21.99%
27.03%
Fund Age
3 yrs 5 mo
5 yrs 11 mo
AUM
₹41.04 Cr
₹298.71 Cr
Alpha – 1 Year
6.44%
−3.69%
Alpha – 3 Years
1.26%
−0.64%
Information Ratio – 3 Years
0.11
-0.04
Volatility – 1 Year
21.97%
27.68%
Volatility – 3 Years
19.58%
23.40%
Beta – 1 Year
1.20
1.45
Beta – 3 Years
1.06
1.22
Sharpe Ratio – 1 Year
0.35
-0.03
Sharpe Ratio – 3 Years
0.47
0.35
Worst Rolling Year
13.36%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.16%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.60%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 2% · S 86%
Number of Stocks
—
36
Portfolio P/E
—
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%