Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
SBI AEON ALPHA PMS
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%
0.41%
6 Months
11.85%
20.81%
1 Year
11.16%
15.63%
3 Years
13.35%
13.76%
5 Years
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Since Inception
21.99%
14.77%
Fund Age
3 yrs 5 mo
4 yrs 6 mo
AUM
₹41.04 Cr
₹751.68 Cr
Alpha – 1 Year
6.44%
16.06%
Alpha – 3 Years
1.26%
5.19%
Information Ratio – 3 Years
0.11
0.25
Volatility – 1 Year
21.97%
18.90%
Volatility – 3 Years
19.58%
16.75%
Beta – 1 Year
1.20
0.89
Beta – 3 Years
1.06
0.79
Sharpe Ratio – 1 Year
0.35
0.57
Sharpe Ratio – 3 Years
0.47
0.53
Worst Rolling Year
13.36%
13.60%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−23.16%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
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L 16% · M 11% · S 70%
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
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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%