Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Motilal Oswal-Founders
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%
0.25%
6 Months
14.31%
15.19%
1 Year
23.04%
3.21%
3 Years
17.41%
19.65%
5 Years
14.44%
—
Since Inception
16.04%
25.09%
Fund Age
5 yrs 2 mo
3 yrs 5 mo
AUM
₹246.55 Cr
₹4,148.34 Cr
Alpha – 1 Year
18.32%
0.23%
Alpha – 3 Years
5.32%
7.77%
Information Ratio – 3 Years
0.69
0.62
Volatility – 1 Year
16.66%
21.54%
Volatility – 3 Years
14.65%
22.15%
Beta – 1 Year
0.91
1.06
Beta – 3 Years
0.83
1.15
Sharpe Ratio – 1 Year
1.02
-0.01
Sharpe Ratio – 3 Years
0.82
0.68
Worst Rolling Year
13.49%
19.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−17.20%
−27.91%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
L 26% · M 35% · S 37%
Number of Stocks
33
26
Portfolio P/E
48.70
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%