Portfolio Management Services (PMS)Compare Schemes
CAPITAL MIND-All Weather Equity vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
CAPITAL MIND-All Weather Equity
Ckredence Wealth Management Pvt Ltd - ICE Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.61%
5.63%
6 Months
4.03%
23.45%
1 Year
4.49%
23.62%
3 Years
14.35%
—
5 Years
—
—
Since Inception
16.62%
12.60%
Fund Age
4 yrs
1 yr 10 mo
AUM
₹303 Cr
₹187.26 Cr
Alpha – 1 Year
4.92%
18.90%
Alpha – 3 Years
5.78%
—
Information Ratio – 3 Years
1.15
—
Volatility – 1 Year
16.32%
20.87%
Volatility – 3 Years
14.15%
—
Beta – 1 Year
0.98
1.10
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.01
0.87
Sharpe Ratio – 3 Years
0.64
—
Worst Rolling Year
14.36%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−16.17%
−15.33%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.76%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 9% · M 29% · S 56%
Number of Stocks
—
33
Portfolio P/E
—
73.30
Top 5 Holdings
—
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
—
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Fixed Fee
0.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%