Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
SageOne Large and Midcap 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%
2.20%
6 Months
14.31%
6.00%
1 Year
23.04%
4.90%
3 Years
17.41%
18.50%
5 Years
14.44%
—
Since Inception
16.04%
16.60%
Fund Age
5 yrs 2 mo
3 yrs
AUM
₹246.55 Cr
₹209.72 Cr
Alpha – 1 Year
18.32%
0.20%
Alpha – 3 Years
5.32%
6.40%
Information Ratio – 3 Years
0.69
1.16
Volatility – 1 Year
16.66%
19.79%
Volatility – 3 Years
14.65%
17.07%
Beta – 1 Year
0.91
1.06
Beta – 3 Years
0.83
1.05
Sharpe Ratio – 1 Year
1.02
0.07
Sharpe Ratio – 3 Years
0.82
0.81
Worst Rolling Year
13.49%
18.52%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−17.20%
−19.68%
Recovery Period
198 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
L 67% · M 33%
Number of Stocks
33
24
Portfolio P/E
48.70
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%