Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Edelweiss - Focused Mid & Small Cap
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
3.36%
6 Months
18.69%
18.59%
1 Year
17.43%
13.77%
3 Years
—
9.52%
5 Years
—
8.40%
Since Inception
17.76%
10.24%
Fund Age
2 yrs 9 mo
11 yrs
AUM
₹197.55 Cr
₹20.83 Cr
Alpha – 1 Year
17.78%
14.12%
Alpha – 3 Years
—
0.53%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
20.32%
22.14%
Volatility – 3 Years
—
20.01%
Beta – 1 Year
1.06
1.14
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.63
0.45
Sharpe Ratio – 3 Years
—
0.29
Worst Rolling Year
—
-15.27%
Value at Worst Rolling Year
—
₹0.85 Cr
Deepest Drawdown
−15.36%
−27.52%
Recovery Period
Not yet recovered
441 days
1-Year Rolling Windows Positive
—
76.89%
Median Rolling Year
—
10.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 7% · M 9% · S 77%
Number of Stocks
35
25
Portfolio P/E
35.70
29.80
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%
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
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%
3% / 2% / 1%