Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - IDEAA PMS vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - IDEAA PMS
Ckredence-Business Cycle Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.00%
2.97%
6 Months
2.30%
18.69%
1 Year
14.70%
17.43%
3 Years
—
—
5 Years
—
—
Since Inception
11.00%
17.76%
Fund Age
16 mo
2 yrs 9 mo
AUM
₹82.94 Cr
₹197.55 Cr
Alpha – 1 Year
7.80%
17.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.53%
20.32%
Volatility – 3 Years
—
—
Beta – 1 Year
1.69
1.06
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.57
0.63
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.55%
−15.36%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 18% · M 24% · S 51%
Number of Stocks
15
35
Portfolio P/E
—
35.70
Top 5 Holdings
—
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
—
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%