Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
11.85%
7.38%
1 Year
11.16%
6.08%
3 Years
13.35%
8.22%
5 Years
—
7.99%
Since Inception
21.99%
12.63%
Fund Age
3 yrs 5 mo
9 yrs 9 mo
AUM
₹41.04 Cr
₹145.75 Cr
Alpha – 1 Year
6.44%
1.36%
Alpha – 3 Years
1.26%
−3.87%
Information Ratio – 3 Years
0.11
-0.60
Volatility – 1 Year
21.97%
20.08%
Volatility – 3 Years
19.58%
16.27%
Beta – 1 Year
1.20
1.12
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.35
0.13
Sharpe Ratio – 3 Years
0.47
0.24
Worst Rolling Year
13.36%
-1.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−23.16%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
16.60%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 62% · M 20% · S 7%
Number of Stocks
—
25
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%