Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Counter Cyclical - Diversified Long Term Value
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Counter Cyclical - Diversified Long Term Value
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
4.89%
6 Months
18.69%
26.09%
1 Year
17.43%
14.74%
3 Years
—
18.63%
5 Years
—
29.18%
Since Inception
17.76%
45.31%
Fund Age
2 yrs 9 mo
7 yrs 1 mo
AUM
₹197.55 Cr
₹1,025.6 Cr
Alpha – 1 Year
17.78%
10.02%
Alpha – 3 Years
—
6.54%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
20.32%
29.04%
Volatility – 3 Years
—
23.98%
Beta – 1 Year
1.06
1.50
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.63
0.42
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
17.65%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−15.36%
−31.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
48.53%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
S 95%
Number of Stocks
35
182
Portfolio P/E
35.70
16.18
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%
Venkys (India) Ltd · 4.11%
MPS Ltd · 3.33%
Hester Biosciences Ltd · 2.68%
Ambika Cotton Mills Ltd · 2.61%
Cash & Cash Equivalent · 2.37%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Capital Goods · 18.54%
Chemicals · 18.43%
Fast Moving Consumer Goods · 12.07%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
20% of profit, above 8%
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%