Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Motilal Oswal - Value Migration
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%
0.78%
6 Months
14.31%
11.75%
1 Year
23.04%
−2.37%
3 Years
17.41%
17.81%
5 Years
14.44%
14.66%
Since Inception
16.04%
18.91%
Fund Age
5 yrs 2 mo
23 yrs 5 mo
AUM
₹246.55 Cr
₹3,220.2 Cr
Alpha – 1 Year
18.32%
−5.35%
Alpha – 3 Years
5.32%
5.93%
Information Ratio – 3 Years
0.69
0.54
Volatility – 1 Year
16.66%
21.49%
Volatility – 3 Years
14.65%
20.84%
Beta – 1 Year
0.91
1.07
Beta – 3 Years
0.83
1.13
Sharpe Ratio – 1 Year
1.02
-0.27
Sharpe Ratio – 3 Years
0.82
0.64
Worst Rolling Year
13.49%
-7.44%
Value at Worst Rolling Year
₹1.13 Cr
₹0.93 Cr
Deepest Drawdown
−17.20%
−27.33%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
18.30%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 31% · M 25% · S 41%
L 28% · M 48% · S 19%
Number of Stocks
33
27
Portfolio P/E
48.70
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%