Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
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%
−0.53%
6 Months
14.31%
0.57%
1 Year
23.04%
—
3 Years
17.41%
—
5 Years
14.44%
—
Since Inception
16.04%
2.03%
Fund Age
5 yrs 2 mo
7 mo
AUM
₹246.55 Cr
₹0.29 Cr
Alpha – 1 Year
18.32%
—
Alpha – 3 Years
5.32%
—
Information Ratio – 3 Years
0.69
—
Volatility – 1 Year
16.66%
—
Volatility – 3 Years
14.65%
—
Beta – 1 Year
0.91
—
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
1.02
—
Sharpe Ratio – 3 Years
0.82
—
Worst Rolling Year
13.49%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−17.20%
—
Recovery Period
198 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 17% · M 21% · S 6%
Number of Stocks
33
20
Portfolio P/E
48.70
15.87
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%
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
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% / 1%