Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Nippon - Emerging India - EIP
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%
2.63%
6 Months
14.31%
13.11%
1 Year
23.04%
15.44%
3 Years
17.41%
15.82%
5 Years
14.44%
15.29%
Since Inception
16.04%
15.37%
Fund Age
5 yrs 2 mo
9 yrs 4 mo
AUM
₹246.55 Cr
₹32.48 Cr
Alpha – 1 Year
18.32%
10.72%
Alpha – 3 Years
5.32%
3.73%
Information Ratio – 3 Years
0.69
0.69
Volatility – 1 Year
16.66%
17.99%
Volatility – 3 Years
14.65%
17.45%
Beta – 1 Year
0.91
0.99
Beta – 3 Years
0.83
1.02
Sharpe Ratio – 1 Year
1.02
0.59
Sharpe Ratio – 3 Years
0.82
0.71
Worst Rolling Year
13.49%
-6.27%
Value at Worst Rolling Year
₹1.13 Cr
₹0.94 Cr
Deepest Drawdown
−17.20%
−21.15%
Recovery Period
198 days
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
18.30%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 8% · M 22% · S 44%
Number of Stocks
33
30
Portfolio P/E
48.70
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%