Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Emkay Investments - ENVI
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%
5.18%
6 Months
14.31%
19.69%
1 Year
23.04%
25.97%
3 Years
17.41%
17.02%
5 Years
14.44%
—
Since Inception
16.04%
24.02%
Fund Age
5 yrs 2 mo
4 yrs 2 mo
AUM
₹246.55 Cr
₹101.01 Cr
Alpha – 1 Year
18.32%
21.25%
Alpha – 3 Years
5.32%
4.93%
Information Ratio – 3 Years
0.69
0.46
Volatility – 1 Year
16.66%
21.63%
Volatility – 3 Years
14.65%
19.42%
Beta – 1 Year
0.91
1.10
Beta – 3 Years
0.83
1.04
Sharpe Ratio – 1 Year
1.02
0.93
Sharpe Ratio – 3 Years
0.82
0.65
Worst Rolling Year
13.49%
16.82%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−17.20%
−20.44%
Recovery Period
198 days
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 31% · M 25% · S 41%
L 26% · M 14% · S 51%
Number of Stocks
33
—
Portfolio P/E
48.70
—
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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