Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
4.15%
6 Months
14.31%
18.21%
1 Year
23.04%
19.11%
3 Years
17.41%
23.58%
5 Years
14.44%
18.40%
Since Inception
16.04%
13.93%
Fund Age
5 yrs 2 mo
11 yrs 4 mo
AUM
₹246.55 Cr
₹13.37 Cr
Alpha – 1 Year
18.32%
16.13%
Alpha – 3 Years
5.32%
11.69%
Information Ratio – 3 Years
0.69
1.24
Volatility – 1 Year
16.66%
18.18%
Volatility – 3 Years
14.65%
17.99%
Beta – 1 Year
0.91
0.94
Beta – 3 Years
0.83
1.01
Sharpe Ratio – 1 Year
1.02
0.75
Sharpe Ratio – 3 Years
0.82
0.97
Worst Rolling Year
13.49%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−17.20%
−20.05%
Recovery Period
198 days
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
L 27% · M 15% · S 55%
Number of Stocks
33
32
Portfolio P/E
48.70
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%