Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.48%
4.52%
6 Months
11.85%
24.02%
1 Year
11.16%
36.06%
3 Years
13.35%
24.43%
5 Years
—
16.10%
Since Inception
21.99%
15.98%
Fund Age
3 yrs 5 mo
14 yrs 10 mo
AUM
₹41.04 Cr
₹214.08 Cr
Alpha – 1 Year
6.44%
31.34%
Alpha – 3 Years
1.26%
12.34%
Information Ratio – 3 Years
0.11
1.07
Volatility – 1 Year
21.97%
26.85%
Volatility – 3 Years
19.58%
19.70%
Beta – 1 Year
1.20
1.34
Beta – 3 Years
1.06
1.03
Sharpe Ratio – 1 Year
0.35
1.08
Sharpe Ratio – 3 Years
0.47
0.96
Worst Rolling Year
13.36%
-9.81%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−23.16%
−18.65%
Recovery Period
Not yet recovered
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
16.60%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
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%