Portfolio Management Services (PMS)Compare Schemes
CREDENT AIM MULTI CAP STRATEGY vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
CREDENT AIM MULTI CAP STRATEGY
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
11.85%
13.10%
1 Year
11.16%
18.11%
3 Years
13.35%
14.56%
5 Years
—
8.71%
Since Inception
21.99%
13.67%
Fund Age
3 yrs 5 mo
11 yrs 2 mo
AUM
₹41.04 Cr
₹138.06 Cr
Alpha – 1 Year
6.44%
18.46%
Alpha – 3 Years
1.26%
5.57%
Information Ratio – 3 Years
0.11
0.62
Volatility – 1 Year
21.97%
22.83%
Volatility – 3 Years
19.58%
16.72%
Beta – 1 Year
1.20
1.29
Beta – 3 Years
1.06
1.00
Sharpe Ratio – 1 Year
0.35
0.61
Sharpe Ratio – 3 Years
0.47
0.55
Worst Rolling Year
13.36%
-8.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.92 Cr
Deepest Drawdown
−23.16%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
16.60%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%