Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
14.31%
4.79%
1 Year
23.04%
−0.59%
3 Years
17.41%
11.57%
5 Years
14.44%
13.86%
Since Inception
16.04%
15.96%
Fund Age
5 yrs 2 mo
5 yrs 5 mo
AUM
₹246.55 Cr
₹45.81 Cr
Alpha – 1 Year
18.32%
−5.31%
Alpha – 3 Years
5.32%
−0.52%
Information Ratio – 3 Years
0.69
-0.06
Volatility – 1 Year
16.66%
21.96%
Volatility – 3 Years
14.65%
17.35%
Beta – 1 Year
0.91
1.19
Beta – 3 Years
0.83
1.00
Sharpe Ratio – 1 Year
1.02
-0.16
Sharpe Ratio – 3 Years
0.82
0.42
Worst Rolling Year
13.49%
10.84%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−17.20%
−22.24%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 23% · M 4% · S 73%
Number of Stocks
33
16
Portfolio P/E
48.70
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%