Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Phillip Capital - Emerging India Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Phillip Capital - Emerging India 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%
3.88%
6 Months
14.31%
18.21%
1 Year
23.04%
11.44%
3 Years
17.41%
9.27%
5 Years
14.44%
10.90%
Since Inception
16.04%
13.08%
Fund Age
5 yrs 2 mo
9 yrs
AUM
₹246.55 Cr
₹29.3 Cr
Alpha – 1 Year
18.32%
6.74%
Alpha – 3 Years
5.32%
−1.95%
Information Ratio – 3 Years
0.69
-0.21
Volatility – 1 Year
16.66%
23.26%
Volatility – 3 Years
14.65%
18.09%
Beta – 1 Year
0.91
1.21
Beta – 3 Years
0.83
0.98
Sharpe Ratio – 1 Year
1.02
0.35
Sharpe Ratio – 3 Years
0.82
0.32
Worst Rolling Year
13.49%
0.11%
Value at Worst Rolling Year
₹1.13 Cr
₹1.00 Cr
Deepest Drawdown
−17.20%
−21.53%
Recovery Period
198 days
436 days
1-Year Rolling Windows Positive
100.00%
99.73%
Median Rolling Year
18.30%
15.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 6% · M 32% · S 55%
Number of Stocks
33
23
Portfolio P/E
48.70
49.89
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%
Cash & Cash Equivalent · 6.95%
Coforge Ltd · 5.74%
Syrma SGS Technology Ltd · 4.69%
Vishnu Chemicals Ltd · 4.48%
Carysil Ltd · 4.45%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Capital Goods · 19.95%
Chemicals · 15.09%
Automobile and Auto Components · 11.05%
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%