Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Karma - Wealth Builder
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%
4.30%
6 Months
14.31%
9.50%
1 Year
23.04%
10.30%
3 Years
17.41%
13.40%
5 Years
14.44%
13.85%
Since Inception
16.04%
12.90%
Fund Age
5 yrs 2 mo
19 yrs 8 mo
AUM
₹246.55 Cr
₹295.65 Cr
Alpha – 1 Year
18.32%
5.60%
Alpha – 3 Years
5.32%
1.30%
Information Ratio – 3 Years
0.69
0.46
Volatility – 1 Year
16.66%
20.18%
Volatility – 3 Years
14.65%
17.30%
Beta – 1 Year
0.91
1.09
Beta – 3 Years
0.83
1.05
Sharpe Ratio – 1 Year
1.02
0.32
Sharpe Ratio – 3 Years
0.82
0.49
Worst Rolling Year
13.49%
-20.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.79 Cr
Deepest Drawdown
−17.20%
−12.92%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
18.30%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 31% · M 25% · S 41%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –