Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.56%
4.52%
6 Months
14.31%
24.02%
1 Year
23.04%
36.06%
3 Years
17.41%
24.43%
5 Years
14.44%
16.10%
Since Inception
16.04%
15.98%
Fund Age
5 yrs 2 mo
14 yrs 10 mo
AUM
₹246.55 Cr
₹214.08 Cr
Alpha – 1 Year
18.32%
31.34%
Alpha – 3 Years
5.32%
12.34%
Information Ratio – 3 Years
0.69
1.07
Volatility – 1 Year
16.66%
26.85%
Volatility – 3 Years
14.65%
19.70%
Beta – 1 Year
0.91
1.34
Beta – 3 Years
0.83
1.03
Sharpe Ratio – 1 Year
1.02
1.08
Sharpe Ratio – 3 Years
0.82
0.96
Worst Rolling Year
13.49%
-9.81%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−17.20%
−18.65%
Recovery Period
198 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
18.30%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 40% · M 33% · S 24%
Number of Stocks
33
31
Portfolio P/E
48.70
42.55
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%
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%