Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Lakewater Advisors - India Growth
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%
−5.12%
6 Months
14.31%
10.94%
1 Year
23.04%
14.16%
3 Years
17.41%
7.74%
5 Years
14.44%
3.22%
Since Inception
16.04%
10.15%
Fund Age
5 yrs 2 mo
7 yrs 2 mo
AUM
₹246.55 Cr
₹34.95 Cr
Alpha – 1 Year
18.32%
14.51%
Alpha – 3 Years
5.32%
−1.26%
Information Ratio – 3 Years
0.69
-0.10
Volatility – 1 Year
16.66%
25.75%
Volatility – 3 Years
14.65%
17.58%
Beta – 1 Year
0.91
1.43
Beta – 3 Years
0.83
1.06
Sharpe Ratio – 1 Year
1.02
0.43
Sharpe Ratio – 3 Years
0.82
0.21
Worst Rolling Year
13.49%
-2.37%
Value at Worst Rolling Year
₹1.13 Cr
₹0.98 Cr
Deepest Drawdown
−17.20%
−19.75%
Recovery Period
198 days
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
18.30%
9.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 41% · M 32% · S 26%
Number of Stocks
33
19
Portfolio P/E
48.70
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%