Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Unifi APJ 20*
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%
3.07%
6 Months
14.31%
13.63%
1 Year
23.04%
10.76%
3 Years
17.41%
13.00%
5 Years
14.44%
13.13%
Since Inception
16.04%
20.07%
Fund Age
5 yrs 2 mo
10 yrs 11 mo
AUM
₹246.55 Cr
₹942.94 Cr
Alpha – 1 Year
18.32%
6.04%
Alpha – 3 Years
5.32%
0.91%
Information Ratio – 3 Years
0.69
0.27
Volatility – 1 Year
16.66%
18.61%
Volatility – 3 Years
14.65%
17.55%
Beta – 1 Year
0.91
1.02
Beta – 3 Years
0.83
1.01
Sharpe Ratio – 1 Year
1.02
0.35
Sharpe Ratio – 3 Years
0.82
0.49
Worst Rolling Year
13.49%
-10.32%
Value at Worst Rolling Year
₹1.13 Cr
₹0.90 Cr
Deepest Drawdown
−17.20%
−17.59%
Recovery Period
198 days
518 days
1-Year Rolling Windows Positive
100.00%
95.82%
Median Rolling Year
18.30%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 15% · M 3% · S 82%
Number of Stocks
33
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Portfolio P/E
48.70
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
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Fixed Fee
2.25% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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