Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Counter Cyclical - Diversified Long Term Value
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%
4.89%
6 Months
14.31%
26.09%
1 Year
23.04%
14.74%
3 Years
17.41%
18.63%
5 Years
14.44%
29.18%
Since Inception
16.04%
45.31%
Fund Age
5 yrs 2 mo
7 yrs 1 mo
AUM
₹246.55 Cr
₹1,025.6 Cr
Alpha – 1 Year
18.32%
10.02%
Alpha – 3 Years
5.32%
6.54%
Information Ratio – 3 Years
0.69
0.41
Volatility – 1 Year
16.66%
29.04%
Volatility – 3 Years
14.65%
23.98%
Beta – 1 Year
0.91
1.50
Beta – 3 Years
0.83
1.19
Sharpe Ratio – 1 Year
1.02
0.42
Sharpe Ratio – 3 Years
0.82
0.61
Worst Rolling Year
13.49%
17.65%
Value at Worst Rolling Year
₹1.13 Cr
₹1.18 Cr
Deepest Drawdown
−17.20%
−31.35%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
48.53%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
S 95%
Number of Stocks
33
182
Portfolio P/E
48.70
16.18
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%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%