Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Right Horizons - Perennial
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%
−0.19%
6 Months
14.31%
11.46%
1 Year
23.04%
8.21%
3 Years
17.41%
12.09%
5 Years
14.44%
11.81%
Since Inception
16.04%
13.34%
Fund Age
5 yrs 2 mo
5 yrs 3 mo
AUM
₹246.55 Cr
₹34.29 Cr
Alpha – 1 Year
18.32%
5.23%
Alpha – 3 Years
5.32%
0.21%
Information Ratio – 3 Years
0.69
0.17
Volatility – 1 Year
16.66%
24.84%
Volatility – 3 Years
14.65%
21.42%
Beta – 1 Year
0.91
1.25
Beta – 3 Years
0.83
1.08
Sharpe Ratio – 1 Year
1.02
0.21
Sharpe Ratio – 3 Years
0.82
0.49
Worst Rolling Year
13.49%
7.11%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−17.20%
−34.77%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 5% · M 7% · S 69%
Number of Stocks
33
37
Portfolio P/E
48.70
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2.5% / 0% / 0%