Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Composite India - Emerging Star Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
5.76%
6 Months
18.69%
25.00%
1 Year
17.43%
17.14%
3 Years
—
16.20%
5 Years
—
15.34%
Since Inception
17.76%
19.60%
Fund Age
2 yrs 9 mo
7 yrs 3 mo
AUM
₹197.55 Cr
₹127.23 Cr
Alpha – 1 Year
17.78%
12.42%
Alpha – 3 Years
—
4.43%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
20.32%
23.12%
Volatility – 3 Years
—
20.20%
Beta – 1 Year
1.06
1.18
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.63
0.56
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
13.55%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.36%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 26% · M 19% · S 50%
Number of Stocks
35
101
Portfolio P/E
35.70
52.20
Top 5 Holdings
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
0.75% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%