Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Wave-Bloom
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%
−0.67%
6 Months
11.85%
−7.55%
1 Year
11.16%
0.34%
3 Years
13.35%
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5 Years
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Since Inception
21.99%
12.70%
Fund Age
3 yrs 5 mo
2 yrs 3 mo
AUM
₹41.04 Cr
₹7.52 Cr
Alpha – 1 Year
6.44%
−2.64%
Alpha – 3 Years
1.26%
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Information Ratio – 3 Years
0.11
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Volatility – 1 Year
21.97%
8.98%
Volatility – 3 Years
19.58%
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Beta – 1 Year
1.20
0.39
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.35
-0.50
Sharpe Ratio – 3 Years
0.47
—
Worst Rolling Year
13.36%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−23.16%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.60%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 71% · M 18% · S 10%
Number of Stocks
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10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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