Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Ckredence-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
5.36%
6 Months
14.31%
17.83%
1 Year
23.04%
22.60%
3 Years
17.41%
18.89%
5 Years
14.44%
16.73%
Since Inception
16.04%
18.63%
Fund Age
5 yrs 2 mo
5 yrs 2 mo
AUM
₹246.55 Cr
₹146.97 Cr
Alpha – 1 Year
18.32%
17.88%
Alpha – 3 Years
5.32%
6.80%
Information Ratio – 3 Years
0.69
0.75
Volatility – 1 Year
16.66%
20.18%
Volatility – 3 Years
14.65%
16.94%
Beta – 1 Year
0.91
1.05
Beta – 3 Years
0.83
0.94
Sharpe Ratio – 1 Year
1.02
0.85
Sharpe Ratio – 3 Years
0.82
0.80
Worst Rolling Year
13.49%
15.50%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−17.20%
−17.05%
Recovery Period
198 days
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 20% · M 19% · S 58%
Number of Stocks
33
32
Portfolio P/E
48.70
39.10
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 · 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
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%