Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Ckredence-All Weather Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
3.56%
6 Months
−1.27%
14.31%
1 Year
2.67%
23.04%
3 Years
6.64%
17.41%
5 Years
7.83%
14.44%
Since Inception
10.74%
16.04%
Fund Age
8 yrs 1 mo
5 yrs 2 mo
AUM
₹495.64 Cr
₹246.55 Cr
Alpha – 1 Year
−0.31%
18.32%
Alpha – 3 Years
−5.24%
5.32%
Information Ratio – 3 Years
-0.72
0.69
Volatility – 1 Year
17.10%
16.66%
Volatility – 3 Years
16.45%
14.65%
Beta – 1 Year
0.95
0.91
Beta – 3 Years
0.97
0.83
Sharpe Ratio – 1 Year
-0.08
1.02
Sharpe Ratio – 3 Years
0.14
0.82
Worst Rolling Year
6.09%
13.49%
Value at Worst Rolling Year
₹1.06 Cr
₹1.13 Cr
Deepest Drawdown
−22.30%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 31% · M 25% · S 41%
Number of Stocks
26
33
Portfolio P/E
31.96
48.70
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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
Financial Services · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%