Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Pace - Secure
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%
−0.11%
6 Months
14.31%
2.89%
1 Year
23.04%
7.86%
3 Years
17.41%
10.62%
5 Years
14.44%
10.19%
Since Inception
16.04%
9.46%
Fund Age
5 yrs 2 mo
5 yrs 7 mo
AUM
₹246.55 Cr
₹158.06 Cr
Alpha – 1 Year
18.32%
−1.70%
Alpha – 3 Years
5.32%
0.86%
Information Ratio – 3 Years
0.69
0.37
Volatility – 1 Year
16.66%
1.80%
Volatility – 3 Years
14.65%
3.43%
Beta – 1 Year
0.91
0.81
Beta – 3 Years
0.83
0.63
Sharpe Ratio – 1 Year
1.02
1.30
Sharpe Ratio – 3 Years
0.82
1.53
Worst Rolling Year
13.49%
8.14%
Value at Worst Rolling Year
₹1.13 Cr
₹1.08 Cr
Deepest Drawdown
−17.20%
—
Recovery Period
198 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
11.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
—
Number of Stocks
33
—
Portfolio P/E
48.70
—
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%
—
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
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%