Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
White Oak - India Pioneers Equity
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%
4.03%
1 Year
23.04%
0.70%
3 Years
17.41%
10.01%
5 Years
14.44%
8.40%
Since Inception
16.04%
14.84%
Fund Age
5 yrs 2 mo
7 yrs 10 mo
AUM
₹246.55 Cr
₹2,937.84 Cr
Alpha – 1 Year
18.32%
−2.28%
Alpha – 3 Years
5.32%
−1.88%
Information Ratio – 3 Years
0.69
-0.37
Volatility – 1 Year
16.66%
17.90%
Volatility – 3 Years
14.65%
14.65%
Beta – 1 Year
0.91
1.00
Beta – 3 Years
0.83
0.93
Sharpe Ratio – 1 Year
1.02
-0.18
Sharpe Ratio – 3 Years
0.82
0.35
Worst Rolling Year
13.49%
7.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−17.20%
−18.24%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 58% · M 15% · S 26%
Number of Stocks
33
71
Portfolio P/E
48.70
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%