Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Ckredence-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
5.36%
6 Months
−2.30%
17.83%
1 Year
1.68%
22.60%
3 Years
13.91%
18.89%
5 Years
—
16.73%
Since Inception
14.05%
18.63%
Fund Age
3 yrs 10 mo
5 yrs 2 mo
AUM
₹53.78 Cr
₹146.97 Cr
Alpha – 1 Year
−3.04%
17.88%
Alpha – 3 Years
1.82%
6.80%
Information Ratio – 3 Years
0.34
0.75
Volatility – 1 Year
15.80%
20.18%
Volatility – 3 Years
15.64%
16.94%
Beta – 1 Year
0.86
1.05
Beta – 3 Years
0.97
0.94
Sharpe Ratio – 1 Year
-0.15
0.85
Sharpe Ratio – 3 Years
0.71
0.80
Worst Rolling Year
15.78%
15.50%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−18.40%
−17.05%
Recovery Period
275 days
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 20% · M 19% · S 58%
Number of Stocks
—
32
Portfolio P/E
—
39.10
Top 5 Holdings
—
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
—
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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%