Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.56%
2.21%
6 Months
14.31%
21.04%
1 Year
23.04%
21.34%
3 Years
17.41%
19.08%
5 Years
14.44%
23.67%
Since Inception
16.04%
—
Fund Age
5 yrs 2 mo
6 yrs 4 mo
AUM
₹246.55 Cr
₹364.08 Cr
Alpha – 1 Year
18.32%
21.69%
Alpha – 3 Years
5.32%
10.08%
Information Ratio – 3 Years
0.69
0.52
Volatility – 1 Year
16.66%
32.28%
Volatility – 3 Years
14.65%
28.08%
Beta – 1 Year
0.91
1.47
Beta – 3 Years
0.83
1.60
Sharpe Ratio – 1 Year
1.02
0.58
Sharpe Ratio – 3 Years
0.82
0.57
Worst Rolling Year
13.49%
15.61%
Value at Worst Rolling Year
₹1.13 Cr
₹1.16 Cr
Deepest Drawdown
−17.20%
−31.98%
Recovery Period
198 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 90% · M 10%
Number of Stocks
33
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
—
Fixed Fee
2.25% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%