Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Envision Capital - India Opportunities
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%
3.39%
6 Months
14.31%
19.31%
1 Year
23.04%
11.21%
3 Years
17.41%
13.34%
5 Years
14.44%
15.02%
Since Inception
16.04%
17.08%
Fund Age
5 yrs 2 mo
5 yrs 4 mo
AUM
₹246.55 Cr
₹135.65 Cr
Alpha – 1 Year
18.32%
6.49%
Alpha – 3 Years
5.32%
1.25%
Information Ratio – 3 Years
0.69
0.12
Volatility – 1 Year
16.66%
20.71%
Volatility – 3 Years
14.65%
17.79%
Beta – 1 Year
0.91
1.05
Beta – 3 Years
0.83
0.97
Sharpe Ratio – 1 Year
1.02
0.35
Sharpe Ratio – 3 Years
0.82
0.50
Worst Rolling Year
13.49%
12.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−17.20%
−25.10%
Recovery Period
198 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
19.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 18% · M 24% · S 55%
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%