Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Sameeksha - Equity 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%
−0.38%
6 Months
14.31%
11.48%
1 Year
23.04%
7.29%
3 Years
17.41%
16.29%
5 Years
14.44%
16.45%
Since Inception
16.04%
20.67%
Fund Age
5 yrs 2 mo
10 yrs 4 mo
AUM
₹246.55 Cr
₹1,333.94 Cr
Alpha – 1 Year
18.32%
2.57%
Alpha – 3 Years
5.32%
4.20%
Information Ratio – 3 Years
0.69
0.52
Volatility – 1 Year
16.66%
21.33%
Volatility – 3 Years
14.65%
16.22%
Beta – 1 Year
0.91
1.18
Beta – 3 Years
0.83
0.93
Sharpe Ratio – 1 Year
1.02
0.18
Sharpe Ratio – 3 Years
0.82
0.69
Worst Rolling Year
13.49%
-0.52%
Value at Worst Rolling Year
₹1.13 Cr
₹0.99 Cr
Deepest Drawdown
−17.20%
−19.36%
Recovery Period
198 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
18.30%
25.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
—
Number of Stocks
33
50
Portfolio P/E
48.70
21.52
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%
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
0.05% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 0% / 0%