Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Core Value Strategy-Regular Option
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Core Value Strategy-Regular Option
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
−0.11%
6 Months
18.69%
2.05%
1 Year
17.43%
−0.37%
3 Years
—
11.11%
5 Years
—
12.03%
Since Inception
17.76%
14.37%
Fund Age
2 yrs 9 mo
7 yrs 3 mo
AUM
₹197.55 Cr
₹1,153.97 Cr
Alpha – 1 Year
17.78%
−5.09%
Alpha – 3 Years
—
−0.98%
Information Ratio – 3 Years
—
-0.22
Volatility – 1 Year
20.32%
18.27%
Volatility – 3 Years
—
15.37%
Beta – 1 Year
1.06
1.04
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.63
-0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
10.19%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−15.36%
−18.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 48% · M 21% · S 29%
Number of Stocks
35
25
Portfolio P/E
35.70
24.35
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%
ITC Ltd · 7.50%
HDFC Bank Ltd · 7.25%
Indraprastha Gas Ltd · 5.00%
Asian Paints Ltd · 4.50%
Container Corporation Of India Ltd · 4.50%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 25.00%
Fast Moving Consumer Goods · 11.00%
Automobile and Auto Components · 10.75%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%