Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Ckredence-Business Cycle Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.56%
2.97%
6 Months
14.31%
18.69%
1 Year
23.04%
17.43%
3 Years
17.41%
—
5 Years
14.44%
—
Since Inception
16.04%
17.76%
Fund Age
5 yrs 2 mo
2 yrs 9 mo
AUM
₹246.55 Cr
₹197.55 Cr
Alpha – 1 Year
18.32%
17.78%
Alpha – 3 Years
5.32%
—
Information Ratio – 3 Years
0.69
—
Volatility – 1 Year
16.66%
20.32%
Volatility – 3 Years
14.65%
—
Beta – 1 Year
0.91
1.06
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
1.02
0.63
Sharpe Ratio – 3 Years
0.82
—
Worst Rolling Year
13.49%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−17.20%
−15.36%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
L 18% · M 24% · S 51%
Number of Stocks
33
35
Portfolio P/E
48.70
35.70
Top 5 Holdings
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%
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
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.25% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%