Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - Innovation vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - Innovation
Ckredence Wealth Management Pvt Ltd - ICE Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−2.26%
5.63%
6 Months
2.99%
23.45%
1 Year
−3.69%
23.62%
3 Years
10.02%
—
5 Years
11.07%
—
Since Inception
15.34%
12.60%
Fund Age
8 yrs 4 mo
1 yr 10 mo
AUM
₹143.52 Cr
₹187.26 Cr
Alpha – 1 Year
−8.41%
18.90%
Alpha – 3 Years
−2.07%
—
Information Ratio – 3 Years
-0.34
—
Volatility – 1 Year
19.13%
20.87%
Volatility – 3 Years
16.08%
—
Beta – 1 Year
1.05
1.10
Beta – 3 Years
0.98
—
Sharpe Ratio – 1 Year
-0.38
0.87
Sharpe Ratio – 3 Years
0.35
—
Worst Rolling Year
10.02%
—
Value at Worst Rolling Year
₹1.10 Cr
—
Deepest Drawdown
−22.11%
−15.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.21%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 21% · S 27%
L 9% · M 29% · S 56%
Number of Stocks
30
33
Portfolio P/E
35.28
73.30
Top 5 Holdings
Bharti Airtel Ltd · 9.09%
ICICI Bank Ltd · 8.91%
Persistent Systems Ltd · 7.82%
Trent Ltd · 6.92%
Fiem Industries Ltd · 5.76%
Laurus Labs Ltd · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
Financial Services · 28.99%
Information Technology · 12.38%
Telecommunication · 9.09%
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%