Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Omni Capital Creators
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Omni Capital Creators
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%
−2.47%
6 Months
14.31%
−1.56%
1 Year
23.04%
—
3 Years
17.41%
—
5 Years
14.44%
—
Since Inception
16.04%
−2.89%
Fund Age
5 yrs 2 mo
8 mo
AUM
₹246.55 Cr
₹2.38 Cr
Alpha – 1 Year
18.32%
—
Alpha – 3 Years
5.32%
—
Information Ratio – 3 Years
0.69
—
Volatility – 1 Year
16.66%
—
Volatility – 3 Years
14.65%
—
Beta – 1 Year
0.91
—
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
1.02
—
Sharpe Ratio – 3 Years
0.82
—
Worst Rolling Year
13.49%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−17.20%
—
Recovery Period
198 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
L 46% · M 14% · S 41%
Number of Stocks
33
19
Portfolio P/E
48.70
7.75
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%
Axis Bank Ltd · 6.00%
Union Bank of India · 5.00%
Can Fin Homes Ltd · 5.00%
REC Ltd · 5.00%
RBL Bank Ltd · 5.00%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 92.50%
Power · 4.00%
Services · 3.50%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%