Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
2.93%
6 Months
18.69%
27.08%
1 Year
17.43%
22.70%
3 Years
—
18.13%
5 Years
—
21.00%
Since Inception
17.76%
30.05%
Fund Age
2 yrs 9 mo
5 yrs 9 mo
AUM
₹197.55 Cr
₹670.5 Cr
Alpha – 1 Year
17.78%
17.98%
Alpha – 3 Years
—
6.04%
Information Ratio – 3 Years
—
0.67
Volatility – 1 Year
20.32%
26.20%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
1.06
1.32
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
0.63
0.70
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
15.94%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−15.36%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
S 95%
Number of Stocks
35
26
Portfolio P/E
35.70
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%