Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Ckredence-Business Cycle Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.84%
2.97%
6 Months
−7.36%
18.69%
1 Year
−4.21%
17.43%
3 Years
—
—
5 Years
—
—
Since Inception
−4.18%
17.76%
Fund Age
12 mo
2 yrs 9 mo
AUM
₹139.3 Cr
₹197.55 Cr
Alpha – 1 Year
−3.78%
17.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.33%
20.32%
Volatility – 3 Years
—
—
Beta – 1 Year
1.01
1.06
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.52
0.63
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−16.12%
−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 76% · M 10% · S 10%
L 18% · M 24% · S 51%
Number of Stocks
15
35
Portfolio P/E
28.49
35.70
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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
Financial Services · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
—
0.75% / yr
Performance Fee / Plan
—
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%