Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
3.93%
6 Months
14.31%
25.32%
1 Year
23.04%
18.21%
3 Years
17.41%
32.70%
5 Years
14.44%
23.63%
Since Inception
16.04%
28.38%
Fund Age
5 yrs 2 mo
7 yrs 10 mo
AUM
₹246.55 Cr
₹8,686.39 Cr
Alpha – 1 Year
18.32%
13.49%
Alpha – 3 Years
5.32%
20.61%
Information Ratio – 3 Years
0.69
1.92
Volatility – 1 Year
16.66%
22.97%
Volatility – 3 Years
14.65%
19.40%
Beta – 1 Year
0.91
1.12
Beta – 3 Years
0.83
0.98
Sharpe Ratio – 1 Year
1.02
0.61
Sharpe Ratio – 3 Years
0.82
1.30
Worst Rolling Year
13.49%
17.00%
Value at Worst Rolling Year
₹1.13 Cr
₹1.17 Cr
Deepest Drawdown
−17.20%
−22.23%
Recovery Period
198 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
30.47%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 37% · M 30% · S 25%
Number of Stocks
33
43
Portfolio P/E
48.70
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%