Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Tamohara - Q Strategy
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%
−0.46%
6 Months
11.85%
6.77%
1 Year
11.16%
7.38%
3 Years
13.35%
9.03%
5 Years
—
—
Since Inception
21.99%
10.29%
Fund Age
3 yrs 5 mo
4 yrs 2 mo
AUM
₹41.04 Cr
₹9.69 Cr
Alpha – 1 Year
6.44%
7.73%
Alpha – 3 Years
1.26%
0.04%
Information Ratio – 3 Years
0.11
0.09
Volatility – 1 Year
21.97%
17.08%
Volatility – 3 Years
19.58%
16.18%
Beta – 1 Year
1.20
0.95
Beta – 3 Years
1.06
1.08
Sharpe Ratio – 1 Year
0.35
0.20
Sharpe Ratio – 3 Years
0.47
0.33
Worst Rolling Year
13.36%
7.39%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−23.16%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
9.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –