Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
3.56%
6 Months
−2.30%
14.31%
1 Year
1.68%
23.04%
3 Years
13.91%
17.41%
5 Years
—
14.44%
Since Inception
14.05%
16.04%
Fund Age
3 yrs 10 mo
5 yrs 2 mo
AUM
₹53.78 Cr
₹246.55 Cr
Alpha – 1 Year
−3.04%
18.32%
Alpha – 3 Years
1.82%
5.32%
Information Ratio – 3 Years
0.34
0.69
Volatility – 1 Year
15.80%
16.66%
Volatility – 3 Years
15.64%
14.65%
Beta – 1 Year
0.86
0.91
Beta – 3 Years
0.97
0.83
Sharpe Ratio – 1 Year
-0.15
1.02
Sharpe Ratio – 3 Years
0.71
0.82
Worst Rolling Year
15.78%
13.49%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−18.40%
−17.20%
Recovery Period
275 days
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 31% · M 25% · S 41%
Number of Stocks
—
33
Portfolio P/E
—
48.70
Top 5 Holdings
—
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
—
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%