Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
0.97%
6 Months
14.31%
6.33%
1 Year
23.04%
−0.99%
3 Years
17.41%
6.26%
5 Years
14.44%
6.47%
Since Inception
16.04%
5.18%
Fund Age
5 yrs 2 mo
19 yrs 5 mo
AUM
₹246.55 Cr
₹95.89 Cr
Alpha – 1 Year
18.32%
2.51%
Alpha – 3 Years
5.32%
−2.73%
Information Ratio – 3 Years
0.69
-0.10
Volatility – 1 Year
16.66%
20.93%
Volatility – 3 Years
14.65%
17.77%
Beta – 1 Year
0.91
1.14
Beta – 3 Years
0.83
1.05
Sharpe Ratio – 1 Year
1.02
-0.20
Sharpe Ratio – 3 Years
0.82
0.23
Worst Rolling Year
13.49%
-21.50%
Value at Worst Rolling Year
₹1.13 Cr
₹0.79 Cr
Deepest Drawdown
−17.20%
−30.66%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
18.30%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
L 31% · M 25% · S 41%
L 77% · M 12% · S 11%
Number of Stocks
33
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%