Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
Ckredence-Business Cycle Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.27%
2.97%
6 Months
11.91%
18.69%
1 Year
10.06%
17.43%
3 Years
13.81%
—
5 Years
13.88%
—
Since Inception
20.20%
17.76%
Fund Age
15 yrs 1 mo
2 yrs 9 mo
AUM
₹980.13 Cr
₹197.55 Cr
Alpha – 1 Year
5.36%
17.78%
Alpha – 3 Years
1.71%
—
Information Ratio – 3 Years
0.21
—
Volatility – 1 Year
18.76%
20.32%
Volatility – 3 Years
19.39%
—
Beta – 1 Year
0.98
1.06
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
0.32
0.63
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
-23.74%
—
Value at Worst Rolling Year
₹0.76 Cr
—
Deepest Drawdown
−24.32%
−15.36%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
84.14%
—
Median Rolling Year
24.84%
—
5-Year Rolling Windows Positive
95.08%
—
Market-Cap Mix
L 9% · M 13% · S 73%
L 18% · M 24% · S 51%
Number of Stocks
20
35
Portfolio P/E
22.60
35.70
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
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
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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)
0% / 0% / 0%
0% / 0% / 0%