Compare Schemes

Ckredence-Business Cycle Fund vs FIRST--Moderate strategy

Ckredence-Business Cycle Fund

FIRST--Moderate strategy

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Growth of ₹1 Crore

Ckredence-Business Cycle Fund

FIRST--Moderate strategy

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

NIFTY 50 Total Return Index · -0.3%

Ckredence-Business Cycle Fund

17.4% • vol 20.3%

FIRST--Moderate strategy

8.7% • vol 0.8%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.97%

0.61%

6 Months

18.69%

4.10%

1 Year

17.43%

8.70%

3 Years

—

5 Years

—

Since Inception

17.76%

9.63%

Fund Age

2 yrs 9 mo

2 yrs 4 mo

AUM

₹197.55 Cr

₹98.62 Cr

Alpha – 1 Year

17.78%

3.50%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

20.32%

0.83%

Volatility – 3 Years

—

Beta – 1 Year

1.06

0.26

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.63

3.58

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−15.36%

—

Recovery Period

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%

—

Number of Stocks

—

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%

—

Top Sectors

Healthcare · 17.73%

Automobile and Auto Components · 14.00%

Capital Goods · 9.14%

—

Fixed Fee

0.75% / yr

1.00% / yr

Performance Fee / Plan

20% of profit, above 8%

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

2% / 1% / –

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