Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Eklavya Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.97%
−0.98%
6 Months
18.69%
4.93%
1 Year
17.43%
−0.37%
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
4.91%
Fund Age
2 yrs 9 mo
2 yrs 1 mo
AUM
₹197.55 Cr
₹8 Cr
Alpha – 1 Year
17.78%
−0.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
12.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.06
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
-0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−15.36%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 23% · M 8% · S 36%
Number of Stocks
35
30
Portfolio P/E
35.70
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
0.75% / yr
1.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%