Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
SageOne - Smallcap 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%
0.91%
6 Months
14.31%
22.17%
1 Year
23.04%
13.49%
3 Years
17.41%
12.21%
5 Years
14.44%
11.23%
Since Inception
16.04%
22.14%
Fund Age
5 yrs 2 mo
7 yrs 4 mo
AUM
₹246.55 Cr
₹1,280.4 Cr
Alpha – 1 Year
18.32%
8.77%
Alpha – 3 Years
5.32%
0.12%
Information Ratio – 3 Years
0.69
0.01
Volatility – 1 Year
16.66%
24.60%
Volatility – 3 Years
14.65%
22.41%
Beta – 1 Year
0.91
1.20
Beta – 3 Years
0.83
1.15
Sharpe Ratio – 1 Year
1.02
0.41
Sharpe Ratio – 3 Years
0.82
0.39
Worst Rolling Year
13.49%
4.49%
Value at Worst Rolling Year
₹1.13 Cr
₹1.04 Cr
Deepest Drawdown
−17.20%
−26.42%
Recovery Period
198 days
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
S 100%
Number of Stocks
33
18
Portfolio P/E
48.70
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%