Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.56%
1.47%
6 Months
14.31%
5.42%
1 Year
23.04%
9.64%
3 Years
17.41%
10.36%
5 Years
14.44%
7.75%
Since Inception
16.04%
11.08%
Fund Age
5 yrs 2 mo
9 yrs 11 mo
AUM
₹246.55 Cr
₹66.05 Cr
Alpha – 1 Year
18.32%
9.99%
Alpha – 3 Years
5.32%
1.36%
Information Ratio – 3 Years
0.69
0.51
Volatility – 1 Year
16.66%
17.05%
Volatility – 3 Years
14.65%
14.23%
Beta – 1 Year
0.91
1.05
Beta – 3 Years
0.83
1.00
Sharpe Ratio – 1 Year
1.02
0.31
Sharpe Ratio – 3 Years
0.82
0.40
Worst Rolling Year
13.49%
0.57%
Value at Worst Rolling Year
₹1.13 Cr
₹1.01 Cr
Deepest Drawdown
−17.20%
−17.08%
Recovery Period
198 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
18.30%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 84% · M 12%
Number of Stocks
33
23
Portfolio P/E
48.70
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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 · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
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Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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