Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
14.31%
18.59%
1 Year
23.04%
13.77%
3 Years
17.41%
9.52%
5 Years
14.44%
8.40%
Since Inception
16.04%
10.24%
Fund Age
5 yrs 2 mo
11 yrs
AUM
₹246.55 Cr
₹20.83 Cr
Alpha – 1 Year
18.32%
14.12%
Alpha – 3 Years
5.32%
0.53%
Information Ratio – 3 Years
0.69
0.07
Volatility – 1 Year
16.66%
22.14%
Volatility – 3 Years
14.65%
20.01%
Beta – 1 Year
0.91
1.14
Beta – 3 Years
0.83
1.14
Sharpe Ratio – 1 Year
1.02
0.45
Sharpe Ratio – 3 Years
0.82
0.29
Worst Rolling Year
13.49%
-15.27%
Value at Worst Rolling Year
₹1.13 Cr
₹0.85 Cr
Deepest Drawdown
−17.20%
−27.52%
Recovery Period
198 days
441 days
1-Year Rolling Windows Positive
100.00%
76.89%
Median Rolling Year
18.30%
10.76%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 7% · M 9% · S 77%
Number of Stocks
33
25
Portfolio P/E
48.70
29.80
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%
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%