Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
InCred Capital - Multicap PMS
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%
6.10%
6 Months
14.31%
8.11%
1 Year
23.04%
−2.73%
3 Years
17.41%
11.42%
5 Years
14.44%
12.09%
Since Inception
16.04%
13.75%
Fund Age
5 yrs 2 mo
5 yrs 5 mo
AUM
₹246.55 Cr
₹205.48 Cr
Alpha – 1 Year
18.32%
−5.71%
Alpha – 3 Years
5.32%
−0.47%
Information Ratio – 3 Years
0.69
-0.07
Volatility – 1 Year
16.66%
23.93%
Volatility – 3 Years
14.65%
22.69%
Beta – 1 Year
0.91
1.24
Beta – 3 Years
0.83
1.17
Sharpe Ratio – 1 Year
1.02
-0.23
Sharpe Ratio – 3 Years
0.82
0.35
Worst Rolling Year
13.49%
11.05%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−17.20%
−29.75%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 28% · M 36% · S 34%
Number of Stocks
33
29
Portfolio P/E
48.70
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%