Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Ckredence-Business Cycle Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.50%
2.97%
6 Months
10.26%
18.69%
1 Year
20.10%
17.43%
3 Years
—
—
5 Years
—
—
Since Inception
21.53%
17.76%
Fund Age
18 mo
2 yrs 9 mo
AUM
₹79.16 Cr
₹197.55 Cr
Alpha – 1 Year
17.12%
17.78%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
20.32%
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
1.06
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
0.63
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.77%
−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 8% · M 7% · S 61%
L 18% · M 24% · S 51%
Number of Stocks
66
35
Portfolio P/E
52.54
35.70
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%