Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Ckredence-All Weather Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
14.31%
−1.13%
1 Year
23.04%
6.59%
3 Years
17.41%
20.44%
5 Years
14.44%
16.17%
Since Inception
16.04%
13.07%
Fund Age
5 yrs 2 mo
15 yrs 3 mo
AUM
₹246.55 Cr
—
Alpha – 1 Year
18.32%
6.87%
Alpha – 3 Years
5.32%
9.23%
Information Ratio – 3 Years
0.69
1.61
Volatility – 1 Year
16.66%
20.58%
Volatility – 3 Years
14.65%
16.59%
Beta – 1 Year
0.91
1.21
Beta – 3 Years
0.83
1.13
Sharpe Ratio – 1 Year
1.02
0.15
Sharpe Ratio – 3 Years
0.82
0.90
Worst Rolling Year
13.49%
13.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.14 Cr
Deepest Drawdown
−17.20%
−16.19%
Recovery Period
198 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 73% · M 20% · S 7%
Number of Stocks
33
23
Portfolio P/E
48.70
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1.5% / 1% / 0.5%