Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
0.36%
6 Months
14.31%
5.01%
1 Year
23.04%
−5.33%
3 Years
17.41%
1.25%
5 Years
14.44%
−1.56%
Since Inception
16.04%
10.94%
Fund Age
5 yrs 2 mo
6 yrs 11 mo
AUM
₹246.55 Cr
₹122.91 Cr
Alpha – 1 Year
18.32%
−8.31%
Alpha – 3 Years
5.32%
−10.64%
Information Ratio – 3 Years
0.69
-0.98
Volatility – 1 Year
16.66%
16.35%
Volatility – 3 Years
14.65%
16.88%
Beta – 1 Year
0.91
0.87
Beta – 3 Years
0.83
0.86
Sharpe Ratio – 1 Year
1.02
-0.59
Sharpe Ratio – 3 Years
0.82
-0.17
Worst Rolling Year
13.49%
-5.79%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−17.20%
−20.60%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
18.30%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 31% · M 25% · S 41%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%