Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.47%
3.56%
6 Months
−2.07%
14.31%
1 Year
−0.17%
23.04%
3 Years
9.32%
17.41%
5 Years
7.90%
14.44%
Since Inception
11.39%
16.04%
Fund Age
7 yrs 6 mo
5 yrs 2 mo
AUM
₹2.61 Cr
₹246.55 Cr
Alpha – 1 Year
0.18%
18.32%
Alpha – 3 Years
0.32%
5.32%
Information Ratio – 3 Years
0.24
0.69
Volatility – 1 Year
16.91%
16.66%
Volatility – 3 Years
14.31%
14.65%
Beta – 1 Year
1.05
0.91
Beta – 3 Years
1.01
0.83
Sharpe Ratio – 1 Year
-0.24
1.02
Sharpe Ratio – 3 Years
0.31
0.82
Worst Rolling Year
7.30%
13.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−17.23%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 31% · M 25% · S 41%
Number of Stocks
26
33
Portfolio P/E
24.76
48.70
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%