Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Ckredence-Diversified Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
5.36%
6 Months
10.76%
17.83%
1 Year
8.14%
22.60%
3 Years
7.76%
18.89%
5 Years
10.03%
16.73%
Since Inception
11.69%
18.63%
Fund Age
6 yrs 8 mo
5 yrs 2 mo
AUM
₹87.23 Cr
₹146.97 Cr
Alpha – 1 Year
8.57%
17.88%
Alpha – 3 Years
−0.81%
6.80%
Information Ratio – 3 Years
0.02
0.75
Volatility – 1 Year
23.09%
20.18%
Volatility – 3 Years
18.26%
16.94%
Beta – 1 Year
1.29
1.05
Beta – 3 Years
1.11
0.94
Sharpe Ratio – 1 Year
0.21
0.85
Sharpe Ratio – 3 Years
0.22
0.80
Worst Rolling Year
6.59%
15.50%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
−25.42%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
L 20% · M 19% · S 58%
Number of Stocks
41
32
Portfolio P/E
25.23
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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%