Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
TRADESWIFT BROKING-MULTI ASSET
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%
0.77%
6 Months
11.85%
11.30%
1 Year
11.16%
5.88%
3 Years
13.35%
—
5 Years
—
—
Since Inception
21.99%
10.85%
Fund Age
3 yrs 5 mo
2 yrs 5 mo
AUM
₹41.04 Cr
₹45.96 Cr
Alpha – 1 Year
6.44%
−0.98%
Alpha – 3 Years
1.26%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
21.97%
21.88%
Volatility – 3 Years
19.58%
—
Beta – 1 Year
1.20
2.00
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.35
0.12
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
13.36%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.16%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.60%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 12% · M 4% · S 66%
Number of Stocks
—
39
Portfolio P/E
—
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
—
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1.5% / 1%