Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.56%
0.31%
6 Months
14.31%
−0.02%
1 Year
23.04%
9.16%
3 Years
17.41%
15.25%
5 Years
14.44%
10.25%
Since Inception
16.04%
11.62%
Fund Age
5 yrs 2 mo
7 yrs 3 mo
AUM
₹246.55 Cr
₹55.42 Cr
Alpha – 1 Year
18.32%
9.51%
Alpha – 3 Years
5.32%
6.25%
Information Ratio – 3 Years
0.69
0.85
Volatility – 1 Year
16.66%
16.48%
Volatility – 3 Years
14.65%
14.29%
Beta – 1 Year
0.91
0.90
Beta – 3 Years
0.83
0.91
Sharpe Ratio – 1 Year
1.02
0.29
Sharpe Ratio – 3 Years
0.82
0.70
Worst Rolling Year
13.49%
4.67%
Value at Worst Rolling Year
₹1.13 Cr
₹1.05 Cr
Deepest Drawdown
−17.20%
−15.77%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
13.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 43% · M 13% · S 23%
Number of Stocks
33
89
Portfolio P/E
48.70
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%