Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
CREDENT AIM MULTI CAP STRATEGY
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.48%
12.27%
6 Months
11.85%
−1.13%
1 Year
11.16%
6.59%
3 Years
13.35%
20.44%
5 Years
—
16.17%
Since Inception
21.99%
13.07%
Fund Age
3 yrs 5 mo
15 yrs 3 mo
AUM
₹41.04 Cr
—
Alpha – 1 Year
6.44%
6.87%
Alpha – 3 Years
1.26%
9.23%
Information Ratio – 3 Years
0.11
1.61
Volatility – 1 Year
21.97%
20.58%
Volatility – 3 Years
19.58%
16.59%
Beta – 1 Year
1.20
1.21
Beta – 3 Years
1.06
1.13
Sharpe Ratio – 1 Year
0.35
0.15
Sharpe Ratio – 3 Years
0.47
0.90
Worst Rolling Year
13.36%
13.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−23.16%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 73% · M 20% · S 7%
Number of Stocks
—
23
Portfolio P/E
—
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1.5% / 1% / 0.5%