Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
NJ - 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%
−1.21%
6 Months
14.31%
5.09%
1 Year
23.04%
0.26%
3 Years
17.41%
9.53%
5 Years
14.44%
5.40%
Since Inception
16.04%
12.09%
Fund Age
5 yrs 2 mo
8 yrs 5 mo
AUM
₹246.55 Cr
₹1,644.09 Cr
Alpha – 1 Year
18.32%
0.61%
Alpha – 3 Years
5.32%
0.54%
Information Ratio – 3 Years
0.69
0.06
Volatility – 1 Year
16.66%
17.94%
Volatility – 3 Years
14.65%
17.25%
Beta – 1 Year
0.91
1.03
Beta – 3 Years
0.83
1.11
Sharpe Ratio – 1 Year
1.02
-0.20
Sharpe Ratio – 3 Years
0.82
0.31
Worst Rolling Year
13.49%
2.29%
Value at Worst Rolling Year
₹1.13 Cr
₹1.02 Cr
Deepest Drawdown
−17.20%
−21.60%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 49% · M 36% · S 14%
Number of Stocks
33
20
Portfolio P/E
48.70
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%