Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
ICICI Prudential - Contra Portfolio
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%
0.77%
6 Months
14.31%
0.72%
1 Year
23.04%
7.26%
3 Years
17.41%
15.71%
5 Years
14.44%
16.27%
Since Inception
16.04%
18.01%
Fund Age
5 yrs 2 mo
7 yrs 11 mo
AUM
₹246.55 Cr
₹14,208.27 Cr
Alpha – 1 Year
18.32%
2.54%
Alpha – 3 Years
5.32%
3.62%
Information Ratio – 3 Years
0.69
0.79
Volatility – 1 Year
16.66%
16.69%
Volatility – 3 Years
14.65%
15.09%
Beta – 1 Year
0.91
0.95
Beta – 3 Years
0.83
0.95
Sharpe Ratio – 1 Year
1.02
0.18
Sharpe Ratio – 3 Years
0.82
0.70
Worst Rolling Year
13.49%
12.54%
Value at Worst Rolling Year
₹1.13 Cr
₹1.13 Cr
Deepest Drawdown
−17.20%
−18.56%
Recovery Period
198 days
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 68% · M 7% · S 24%
Number of Stocks
33
42
Portfolio P/E
48.70
25.76
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 · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%
1% / 0% / 0%