Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
14.31%
8.08%
1 Year
23.04%
10.16%
3 Years
17.41%
15.60%
5 Years
14.44%
—
Since Inception
16.04%
19.84%
Fund Age
5 yrs 2 mo
6 yrs 11 mo
AUM
₹246.55 Cr
₹3.18 Cr
Alpha – 1 Year
18.32%
7.18%
Alpha – 3 Years
5.32%
3.72%
Information Ratio – 3 Years
0.69
0.60
Volatility – 1 Year
16.66%
19.93%
Volatility – 3 Years
14.65%
18.09%
Beta – 1 Year
0.91
1.12
Beta – 3 Years
0.83
1.14
Sharpe Ratio – 1 Year
1.02
0.31
Sharpe Ratio – 3 Years
0.82
0.60
Worst Rolling Year
13.49%
14.68%
Value at Worst Rolling Year
₹1.13 Cr
₹1.15 Cr
Deepest Drawdown
−17.20%
−19.38%
Recovery Period
198 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
L 31% · M 55% · S 12%
Number of Stocks
33
29
Portfolio P/E
48.70
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –