Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.97%
1.99%
6 Months
18.69%
8.53%
1 Year
17.43%
11.64%
3 Years
—
17.19%
5 Years
—
15.63%
Since Inception
17.76%
16.41%
Fund Age
2 yrs 9 mo
13 yrs 4 mo
AUM
₹197.55 Cr
₹575.07 Cr
Alpha – 1 Year
17.78%
6.92%
Alpha – 3 Years
—
5.10%
Information Ratio – 3 Years
—
0.78
Volatility – 1 Year
20.32%
17.51%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.06
0.92
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.63
0.42
Sharpe Ratio – 3 Years
—
0.84
Worst Rolling Year
—
-7.95%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−15.36%
−14.61%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
93.59%
Median Rolling Year
—
16.55%
5-Year Rolling Windows Positive
—
99.01%
Market-Cap Mix
L 18% · M 24% · S 51%
L 61% · M 15% · S 25%
Number of Stocks
35
—
Portfolio P/E
35.70
—
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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
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%
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