Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.56%
−3.81%
6 Months
14.31%
10.86%
1 Year
23.04%
−4.49%
3 Years
17.41%
22.00%
5 Years
14.44%
21.09%
Since Inception
16.04%
7.35%
Fund Age
5 yrs 2 mo
8 yrs 9 mo
AUM
₹246.55 Cr
₹1,454.75 Cr
Alpha – 1 Year
18.32%
−7.47%
Alpha – 3 Years
5.32%
10.11%
Information Ratio – 3 Years
0.69
0.32
Volatility – 1 Year
16.66%
31.30%
Volatility – 3 Years
14.65%
27.30%
Beta – 1 Year
0.91
1.42
Beta – 3 Years
0.83
1.22
Sharpe Ratio – 1 Year
1.02
-0.18
Sharpe Ratio – 3 Years
0.82
0.66
Worst Rolling Year
13.49%
-30.88%
Value at Worst Rolling Year
₹1.13 Cr
₹0.69 Cr
Deepest Drawdown
−17.20%
−34.06%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
18.30%
31.74%
5-Year Rolling Windows Positive
100.00%
82.61%
Market-Cap Mix
L 31% · M 25% · S 41%
L 0% · S 88%
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%