Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Ckredence Wealth Management Pvt Ltd - ICE Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
5.63%
6 Months
10.60%
23.45%
1 Year
2.51%
23.62%
3 Years
7.68%
—
5 Years
9.38%
—
Since Inception
10.51%
12.60%
Fund Age
9 yrs 6 mo
1 yr 10 mo
AUM
₹804.15 Cr
₹187.26 Cr
Alpha – 1 Year
2.94%
18.90%
Alpha – 3 Years
−0.89%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
21.76%
20.87%
Volatility – 3 Years
17.30%
—
Beta – 1 Year
1.23
1.10
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
-0.04
0.87
Sharpe Ratio – 3 Years
0.20
—
Worst Rolling Year
-3.22%
—
Value at Worst Rolling Year
₹0.97 Cr
—
Deepest Drawdown
−26.72%
−15.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
—
Median Rolling Year
12.69%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 6% · S 61%
L 9% · M 29% · S 56%
Number of Stocks
42
33
Portfolio P/E
35.23
73.30
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Laurus Labs Ltd · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%