Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Incred-Small & MidCap 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%
4.27%
6 Months
14.31%
−8.15%
1 Year
23.04%
−5.39%
3 Years
17.41%
10.81%
5 Years
14.44%
—
Since Inception
16.04%
11.07%
Fund Age
5 yrs 2 mo
5 yrs
AUM
₹246.55 Cr
₹121.08 Cr
Alpha – 1 Year
18.32%
−5.32%
Alpha – 3 Years
5.32%
−2.65%
Information Ratio – 3 Years
0.69
-0.15
Volatility – 1 Year
16.66%
24.51%
Volatility – 3 Years
14.65%
24.85%
Beta – 1 Year
0.91
1.17
Beta – 3 Years
0.83
1.18
Sharpe Ratio – 1 Year
1.02
-0.34
Sharpe Ratio – 3 Years
0.82
0.32
Worst Rolling Year
13.49%
9.88%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−17.20%
−34.50%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
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%