Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.56%
4.41%
6 Months
14.31%
0.07%
1 Year
23.04%
4.08%
3 Years
17.41%
6.47%
5 Years
14.44%
—
Since Inception
16.04%
11.08%
Fund Age
5 yrs 2 mo
6 yrs 6 mo
AUM
₹246.55 Cr
₹1.91 Cr
Alpha – 1 Year
18.32%
4.51%
Alpha – 3 Years
5.32%
−2.09%
Information Ratio – 3 Years
0.69
-0.44
Volatility – 1 Year
16.66%
16.64%
Volatility – 3 Years
14.65%
14.35%
Beta – 1 Year
0.91
0.98
Beta – 3 Years
0.83
1.00
Sharpe Ratio – 1 Year
1.02
-0.01
Sharpe Ratio – 3 Years
0.82
0.13
Worst Rolling Year
13.49%
5.64%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−17.20%
−18.42%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
L 90% · M 7%
Number of Stocks
33
50
Portfolio P/E
48.70
26.76
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 · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –