Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Equentis Multi-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Equentis Multi-Cap 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%
1.89%
6 Months
18.69%
6.49%
1 Year
17.43%
7.74%
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
3.50%
Fund Age
2 yrs 9 mo
18 mo
AUM
₹197.55 Cr
₹90.44 Cr
Alpha – 1 Year
17.78%
8.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
16.04%
Volatility – 3 Years
—
—
Beta – 1 Year
1.06
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
0.21
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
−13.86%
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 40% · M 23% · S 27%
Number of Stocks
35
110
Portfolio P/E
35.70
36.94
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 · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
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%