Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
ORO-Alpha Value
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%
0.44%
6 Months
14.31%
5.47%
1 Year
23.04%
6.35%
3 Years
17.41%
—
5 Years
14.44%
—
Since Inception
16.04%
6.04%
Fund Age
5 yrs 2 mo
3 yrs 8 mo
AUM
₹246.55 Cr
₹1.28 Cr
Alpha – 1 Year
18.32%
3.37%
Alpha – 3 Years
5.32%
—
Information Ratio – 3 Years
0.69
—
Volatility – 1 Year
16.66%
17.26%
Volatility – 3 Years
14.65%
15.80%
Beta – 1 Year
0.91
0.95
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
1.02
0.12
Sharpe Ratio – 3 Years
0.82
0.10
Worst Rolling Year
13.49%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−17.20%
−17.83%
Recovery Period
198 days
Not yet recovered
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 42% · M 17% · S 27%
Number of Stocks
33
24
Portfolio P/E
48.70
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%