Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
ORO - All Weather Portfolio
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%
−0.19%
6 Months
14.31%
−0.42%
1 Year
23.04%
−4.58%
3 Years
17.41%
16.32%
5 Years
14.44%
13.17%
Since Inception
16.04%
13.94%
Fund Age
5 yrs 2 mo
6 yrs 6 mo
AUM
₹246.55 Cr
₹13.16 Cr
Alpha – 1 Year
18.32%
−7.56%
Alpha – 3 Years
5.32%
4.42%
Information Ratio – 3 Years
0.69
0.49
Volatility – 1 Year
16.66%
16.90%
Volatility – 3 Years
14.65%
17.54%
Beta – 1 Year
0.91
0.86
Beta – 3 Years
0.83
0.99
Sharpe Ratio – 1 Year
1.02
-0.52
Sharpe Ratio – 3 Years
0.82
0.69
Worst Rolling Year
13.49%
3.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−17.20%
−19.46%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 66% · M 23%
Number of Stocks
33
20
Portfolio P/E
48.70
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%