Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Ckredence-All Weather Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
3.56%
6 Months
10.76%
14.31%
1 Year
8.14%
23.04%
3 Years
7.76%
17.41%
5 Years
10.03%
14.44%
Since Inception
11.69%
16.04%
Fund Age
6 yrs 8 mo
5 yrs 2 mo
AUM
₹87.23 Cr
₹246.55 Cr
Alpha – 1 Year
8.57%
18.32%
Alpha – 3 Years
−0.81%
5.32%
Information Ratio – 3 Years
0.02
0.69
Volatility – 1 Year
23.09%
16.66%
Volatility – 3 Years
18.26%
14.65%
Beta – 1 Year
1.29
0.91
Beta – 3 Years
1.11
0.83
Sharpe Ratio – 1 Year
0.21
1.02
Sharpe Ratio – 3 Years
0.22
0.82
Worst Rolling Year
6.59%
13.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.13 Cr
Deepest Drawdown
−25.42%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 31% · M 25% · S 41%
Number of Stocks
41
33
Portfolio P/E
25.23
48.70
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
2% / 1% / 0%