Portfolio Management Services (PMS)Compare Schemes
Ckredence-All Weather Fund vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Ckredence-All Weather Fund
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
14.31%
2.89%
1 Year
23.04%
2.59%
3 Years
17.41%
10.39%
5 Years
14.44%
8.86%
Since Inception
16.04%
11.13%
Fund Age
5 yrs 2 mo
5 yrs 6 mo
AUM
₹246.55 Cr
₹63.54 Cr
Alpha – 1 Year
18.32%
−0.39%
Alpha – 3 Years
5.32%
−1.50%
Information Ratio – 3 Years
0.69
-0.34
Volatility – 1 Year
16.66%
16.68%
Volatility – 3 Years
14.65%
13.79%
Beta – 1 Year
0.91
0.95
Beta – 3 Years
0.83
0.88
Sharpe Ratio – 1 Year
1.02
-0.09
Sharpe Ratio – 3 Years
0.82
0.40
Worst Rolling Year
13.49%
6.98%
Value at Worst Rolling Year
₹1.13 Cr
₹1.07 Cr
Deepest Drawdown
−17.20%
−15.31%
Recovery Period
198 days
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.30%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 31% · M 25% · S 41%
L 69% · M 25% · S 5%
Number of Stocks
33
40
Portfolio P/E
48.70
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%