Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Right Horizons - Super Value Fund
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%
3.00%
6 Months
14.31%
20.83%
1 Year
23.04%
12.18%
3 Years
17.41%
13.97%
5 Years
14.44%
17.12%
Since Inception
16.04%
15.75%
Fund Age
5 yrs 2 mo
13 yrs 8 mo
AUM
₹246.55 Cr
₹205.48 Cr
Alpha – 1 Year
18.32%
9.20%
Alpha – 3 Years
5.32%
2.09%
Information Ratio – 3 Years
0.69
0.40
Volatility – 1 Year
16.66%
27.53%
Volatility – 3 Years
14.65%
22.15%
Beta – 1 Year
0.91
1.45
Beta – 3 Years
0.83
1.20
Sharpe Ratio – 1 Year
1.02
0.35
Sharpe Ratio – 3 Years
0.82
0.55
Worst Rolling Year
13.49%
-9.57%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−17.20%
−29.31%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.51%
Median Rolling Year
18.30%
17.67%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 31% · M 25% · S 41%
L 17% · M 21% · S 60%
Number of Stocks
33
30
Portfolio P/E
48.70
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
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% / 0%