Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Piper Serica Advisors - Leader 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%
3.10%
6 Months
14.31%
24.70%
1 Year
23.04%
21.80%
3 Years
17.41%
16.46%
5 Years
14.44%
12.29%
Since Inception
16.04%
17.31%
Fund Age
5 yrs 2 mo
7 yrs 2 mo
AUM
₹246.55 Cr
₹328.39 Cr
Alpha – 1 Year
18.32%
22.15%
Alpha – 3 Years
5.32%
7.46%
Information Ratio – 3 Years
0.69
1.55
Volatility – 1 Year
16.66%
22.56%
Volatility – 3 Years
14.65%
18.01%
Beta – 1 Year
0.91
1.10
Beta – 3 Years
0.83
0.98
Sharpe Ratio – 1 Year
1.02
0.85
Sharpe Ratio – 3 Years
0.82
1.07
Worst Rolling Year
13.49%
7.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−17.20%
−21.44%
Recovery Period
198 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
—
Number of Stocks
33
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1% / 1%