Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
NAFA - Emerging Bluechip
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%
0.39%
6 Months
14.31%
5.71%
1 Year
23.04%
−0.97%
3 Years
17.41%
8.86%
5 Years
14.44%
14.20%
Since Inception
16.04%
14.76%
Fund Age
5 yrs 2 mo
10 yrs 5 mo
AUM
₹246.55 Cr
₹447.76 Cr
Alpha – 1 Year
18.32%
−2.83%
Alpha – 3 Years
5.32%
−3.22%
Information Ratio – 3 Years
0.69
0.04
Volatility – 1 Year
16.66%
24.79%
Volatility – 3 Years
14.65%
21.25%
Beta – 1 Year
0.91
1.35
Beta – 3 Years
0.83
1.20
Sharpe Ratio – 1 Year
1.02
-0.14
Sharpe Ratio – 3 Years
0.82
0.31
Worst Rolling Year
13.49%
-13.00%
Value at Worst Rolling Year
₹1.13 Cr
₹0.87 Cr
Deepest Drawdown
−17.20%
−26.06%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
18.30%
19.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 2% · M 12% · S 84%
Number of Stocks
33
32
Portfolio P/E
48.70
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%