Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Ckredence-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
5.36%
6 Months
−5.56%
17.83%
1 Year
34.70%
22.60%
3 Years
27.41%
18.89%
5 Years
32.51%
16.73%
Since Inception
32.15%
18.63%
Fund Age
13 yrs 6 mo
5 yrs 2 mo
AUM
₹2,318.72 Cr
₹146.97 Cr
Alpha – 1 Year
35.05%
17.88%
Alpha – 3 Years
18.41%
6.80%
Information Ratio – 3 Years
1.03
0.75
Volatility – 1 Year
21.67%
20.18%
Volatility – 3 Years
15.53%
16.94%
Beta – 1 Year
0.28
1.05
Beta – 3 Years
0.35
0.94
Sharpe Ratio – 1 Year
1.24
0.85
Sharpe Ratio – 3 Years
1.31
0.80
Worst Rolling Year
-17.36%
15.50%
Value at Worst Rolling Year
₹0.83 Cr
₹1.16 Cr
Deepest Drawdown
−21.72%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 20% · M 19% · S 58%
Number of Stocks
9
32
Portfolio P/E
14.68
39.10
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%