Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Systamatix - Dynamic Investment
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%
7.60%
6 Months
14.31%
26.61%
1 Year
23.04%
33.69%
3 Years
17.41%
25.74%
5 Years
14.44%
21.83%
Since Inception
16.04%
—
Fund Age
5 yrs 2 mo
8 yrs 4 mo
AUM
₹246.55 Cr
₹158.52 Cr
Alpha – 1 Year
18.32%
29.93%
Alpha – 3 Years
5.32%
14.85%
Information Ratio – 3 Years
0.69
1.52
Volatility – 1 Year
16.66%
19.82%
Volatility – 3 Years
14.65%
19.44%
Beta – 1 Year
0.91
1.03
Beta – 3 Years
0.83
1.06
Sharpe Ratio – 1 Year
1.02
1.29
Sharpe Ratio – 3 Years
0.82
1.16
Worst Rolling Year
13.49%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−17.20%
—
Recovery Period
198 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 31% · M 25% · S 41%
L 31% · M 28% · S 38%
Number of Stocks
33
20
Portfolio P/E
48.70
—
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%