Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Green Portfolio - Special
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%
2.75%
6 Months
14.31%
26.95%
1 Year
23.04%
13.12%
3 Years
17.41%
17.80%
5 Years
14.44%
15.04%
Since Inception
16.04%
22.70%
Fund Age
5 yrs 2 mo
8 yrs
AUM
₹246.55 Cr
₹357.26 Cr
Alpha – 1 Year
18.32%
10.14%
Alpha – 3 Years
5.32%
5.90%
Information Ratio – 3 Years
0.69
0.31
Volatility – 1 Year
16.66%
32.38%
Volatility – 3 Years
14.65%
25.45%
Beta – 1 Year
0.91
1.68
Beta – 3 Years
0.83
1.37
Sharpe Ratio – 1 Year
1.02
0.36
Sharpe Ratio – 3 Years
0.82
0.56
Worst Rolling Year
13.49%
11.19%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−17.20%
−26.50%
Recovery Period
198 days
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 7% · M 19% · S 59%
Number of Stocks
33
42
Portfolio P/E
48.70
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%