Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
2.64%
6 Months
14.31%
5.29%
1 Year
23.04%
2.64%
3 Years
17.41%
8.64%
5 Years
14.44%
—
Since Inception
16.04%
12.31%
Fund Age
5 yrs 2 mo
3 yrs 11 mo
AUM
₹246.55 Cr
₹56.94 Cr
Alpha – 1 Year
18.32%
−2.08%
Alpha – 3 Years
5.32%
−3.45%
Information Ratio – 3 Years
0.69
-0.33
Volatility – 1 Year
16.66%
19.56%
Volatility – 3 Years
14.65%
17.76%
Beta – 1 Year
0.91
1.08
Beta – 3 Years
0.83
1.07
Sharpe Ratio – 1 Year
1.02
-0.05
Sharpe Ratio – 3 Years
0.82
0.31
Worst Rolling Year
13.49%
8.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−17.20%
−25.57%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
14.83%
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%
0% / 0% / 0%