Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
14.31%
8.02%
1 Year
23.04%
5.50%
3 Years
17.41%
7.60%
5 Years
14.44%
9.19%
Since Inception
16.04%
14.35%
Fund Age
5 yrs 2 mo
5 yrs 9 mo
AUM
₹246.55 Cr
₹11.85 Cr
Alpha – 1 Year
18.32%
0.78%
Alpha – 3 Years
5.32%
−4.49%
Information Ratio – 3 Years
0.69
-0.44
Volatility – 1 Year
16.66%
20.18%
Volatility – 3 Years
14.65%
17.74%
Beta – 1 Year
0.91
1.11
Beta – 3 Years
0.83
1.06
Sharpe Ratio – 1 Year
1.02
0.10
Sharpe Ratio – 3 Years
0.82
0.27
Worst Rolling Year
13.49%
7.60%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−17.20%
−24.84%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
14.22%
5-Year Rolling Windows Positive
100.00%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%