Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
3.56%
3.26%
6 Months
14.31%
17.84%
1 Year
23.04%
16.84%
3 Years
17.41%
—
5 Years
14.44%
—
Since Inception
16.04%
22.85%
Fund Age
5 yrs 2 mo
7 mo
AUM
₹246.55 Cr
₹37.36 Cr
Alpha – 1 Year
18.32%
12.12%
Alpha – 3 Years
5.32%
—
Information Ratio – 3 Years
0.69
—
Volatility – 1 Year
16.66%
29.93%
Volatility – 3 Years
14.65%
—
Beta – 1 Year
0.91
1.60
Beta – 3 Years
0.83
—
Sharpe Ratio – 1 Year
1.02
0.48
Sharpe Ratio – 3 Years
0.82
—
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%
—
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%
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%