Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs SRE - Shield
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
SRE - Shield
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%
−0.37%
6 Months
14.31%
3.64%
1 Year
23.04%
6.24%
3 Years
17.41%
9.36%
5 Years
14.44%
8.05%
Since Inception
16.04%
9.66%
Fund Age
5 yrs 2 mo
8 yrs 3 mo
AUM
₹246.55 Cr
₹32.8 Cr
Alpha – 1 Year
18.32%
6.59%
Alpha – 3 Years
5.32%
0.36%
Information Ratio – 3 Years
0.69
0.14
Volatility – 1 Year
16.66%
18.27%
Volatility – 3 Years
14.65%
15.46%
Beta – 1 Year
0.91
1.08
Beta – 3 Years
0.83
1.07
Sharpe Ratio – 1 Year
1.02
0.15
Sharpe Ratio – 3 Years
0.82
0.34
Worst Rolling Year
13.49%
6.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.06 Cr
Deepest Drawdown
−17.20%
−22.11%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
12.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 58% · M 28% · S 8%
Number of Stocks
33
33
Portfolio P/E
48.70
33.81
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%
Bajaj Auto Ltd · 5.15%
Adani Ports & Special Economic Zone Ltd · 4.55%
Nippon India ETF Nifty PSU Bank BeES · 4.37%
Bosch Ltd · 4.35%
FSN E-Commerce Ventures Ltd · 4.11%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 22.40%
Automobile and Auto Components · 22.25%
Healthcare · 9.09%
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%