Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
14.31%
6.66%
1 Year
23.04%
7.95%
3 Years
17.41%
14.01%
5 Years
14.44%
12.40%
Since Inception
16.04%
16.07%
Fund Age
5 yrs 2 mo
12 yrs 5 mo
AUM
₹246.55 Cr
₹27.98 Cr
Alpha – 1 Year
18.32%
3.23%
Alpha – 3 Years
5.32%
1.92%
Information Ratio – 3 Years
0.69
0.55
Volatility – 1 Year
16.66%
16.42%
Volatility – 3 Years
14.65%
14.36%
Beta – 1 Year
0.91
0.92
Beta – 3 Years
0.83
0.91
Sharpe Ratio – 1 Year
1.02
0.15
Sharpe Ratio – 3 Years
0.82
0.63
Worst Rolling Year
13.49%
-4.39%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−17.20%
−17.36%
Recovery Period
198 days
532 days
1-Year Rolling Windows Positive
100.00%
97.43%
Median Rolling Year
18.30%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 25% · M 6% · S 37%
Number of Stocks
33
30
Portfolio P/E
48.70
29.90
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 · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%