Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
1.81%
6 Months
14.31%
9.83%
1 Year
23.04%
13.53%
3 Years
17.41%
28.65%
5 Years
14.44%
30.15%
Since Inception
16.04%
22.72%
Fund Age
5 yrs 2 mo
8 yrs 8 mo
AUM
₹246.55 Cr
₹1,835.92 Cr
Alpha – 1 Year
18.32%
8.81%
Alpha – 3 Years
5.32%
16.56%
Information Ratio – 3 Years
0.69
1.28
Volatility – 1 Year
16.66%
19.12%
Volatility – 3 Years
14.65%
18.89%
Beta – 1 Year
0.91
0.96
Beta – 3 Years
0.83
0.91
Sharpe Ratio – 1 Year
1.02
0.47
Sharpe Ratio – 3 Years
0.82
1.16
Worst Rolling Year
13.49%
-6.00%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−17.20%
−13.66%
Recovery Period
198 days
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
18.30%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%