Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Silver Arch - India Equity 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%
6.91%
6 Months
14.31%
15.63%
1 Year
23.04%
20.01%
3 Years
17.41%
17.10%
5 Years
14.44%
15.64%
Since Inception
16.04%
13.05%
Fund Age
5 yrs 2 mo
8 yrs 11 mo
AUM
₹246.55 Cr
₹46.46 Cr
Alpha – 1 Year
18.32%
15.29%
Alpha – 3 Years
5.32%
5.01%
Information Ratio – 3 Years
0.69
0.88
Volatility – 1 Year
16.66%
20.61%
Volatility – 3 Years
14.65%
19.98%
Beta – 1 Year
0.91
0.94
Beta – 3 Years
0.83
1.02
Sharpe Ratio – 1 Year
1.02
0.73
Sharpe Ratio – 3 Years
0.82
0.85
Worst Rolling Year
13.49%
-3.76%
Value at Worst Rolling Year
₹1.13 Cr
₹0.96 Cr
Deepest Drawdown
−17.20%
−27.72%
Recovery Period
198 days
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
18.30%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 27% · M 34% · S 33%
Number of Stocks
33
25
Portfolio P/E
48.70
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%