Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Equentis Concentrated Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.97%
2.11%
6 Months
18.69%
6.51%
1 Year
17.43%
4.40%
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
5.71%
Fund Age
2 yrs 9 mo
18 mo
AUM
₹197.55 Cr
₹24.25 Cr
Alpha – 1 Year
17.78%
4.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
15.94%
Volatility – 3 Years
—
—
Beta – 1 Year
1.06
0.93
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
0.02
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
−14.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 56% · M 22% · S 19%
Number of Stocks
35
59
Portfolio P/E
35.70
41.96
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 · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
0.75% / yr
2.25% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%