Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
14.31%
7.61%
1 Year
23.04%
−0.76%
3 Years
17.41%
11.28%
5 Years
14.44%
9.58%
Since Inception
16.04%
11.67%
Fund Age
5 yrs 2 mo
7 yrs 11 mo
AUM
₹246.55 Cr
₹12.5 Cr
Alpha – 1 Year
18.32%
−3.74%
Alpha – 3 Years
5.32%
−0.61%
Information Ratio – 3 Years
0.69
-0.06
Volatility – 1 Year
16.66%
20.02%
Volatility – 3 Years
14.65%
16.21%
Beta – 1 Year
0.91
1.05
Beta – 3 Years
0.83
0.91
Sharpe Ratio – 1 Year
1.02
-0.22
Sharpe Ratio – 3 Years
0.82
0.41
Worst Rolling Year
13.49%
8.66%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−17.20%
−24.66%
Recovery Period
198 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 36% · M 30% · S 35%
Number of Stocks
33
15
Portfolio P/E
48.70
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%