Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Turtle Wealth - Profit Mantra
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CREDENT AIM MULTI CAP STRATEGY
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.48%
7.48%
6 Months
11.85%
9.42%
1 Year
11.16%
28.25%
3 Years
13.35%
18.47%
5 Years
—
21.31%
Since Inception
21.99%
21.69%
Fund Age
3 yrs 5 mo
5 yrs
AUM
₹41.04 Cr
₹79.02 Cr
Alpha – 1 Year
6.44%
23.53%
Alpha – 3 Years
1.26%
6.38%
Information Ratio – 3 Years
0.11
0.27
Volatility – 1 Year
21.97%
18.12%
Volatility – 3 Years
19.58%
27.25%
Beta – 1 Year
1.20
0.87
Beta – 3 Years
1.06
0.86
Sharpe Ratio – 1 Year
0.35
1.18
Sharpe Ratio – 3 Years
0.47
0.56
Worst Rolling Year
13.36%
15.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−23.16%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.60%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 10% · M 9% · S 69%
Number of Stocks
—
34
Portfolio P/E
—
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%