Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Kotak Pioneer Model Strategy Moderate
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Kotak Pioneer Model Strategy Moderate
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.56%
1.38%
6 Months
14.31%
−0.96%
1 Year
23.04%
13.47%
3 Years
17.41%
—
5 Years
14.44%
—
Since Inception
16.04%
13.04%
Fund Age
5 yrs 2 mo
4 yrs 1 mo
AUM
₹246.55 Cr
₹8.03 Cr
Alpha – 1 Year
18.32%
6.76%
Alpha – 3 Years
5.32%
—
Information Ratio – 3 Years
0.69
0.20
Volatility – 1 Year
16.66%
13.65%
Volatility – 3 Years
14.65%
9.67%
Beta – 1 Year
0.91
1.23
Beta – 3 Years
0.83
1.06
Sharpe Ratio – 1 Year
1.02
0.60
Sharpe Ratio – 3 Years
0.82
0.77
Worst Rolling Year
13.49%
11.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−17.20%
−12.95%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
13.65%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 15.10%
Kotak Flexi Cap Fund - Direct (G) · 13.59%
HDFC Ultra Short to Short Term Fund - Direct (G) · 11.63%
ICICI Pru Ultra Short to Short Term Fund - Direct (G) · 7.75%
Kotak Active Momentum Fund - Direct (G) · 7.39%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –