Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Fort Capital -Dynamic
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Fort Capital -Dynamic
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%
1.01%
6 Months
18.69%
9.13%
1 Year
17.43%
14.46%
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
18.87%
Fund Age
2 yrs 9 mo
2 yrs 7 mo
AUM
₹197.55 Cr
₹204.29 Cr
Alpha – 1 Year
17.78%
14.81%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
18.18%
Volatility – 3 Years
—
—
Beta – 1 Year
1.06
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
0.54
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
−16.11%
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 66% · M 1% · S 30%
Number of Stocks
35
68
Portfolio P/E
35.70
33.26
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%
ICICI Bank Ltd · 10.61%
JSW Steel Ltd · 6.23%
Bharti Airtel Ltd · 6.12%
Blue Jet Healthcare Ltd · 5.69%
Bajaj Auto Ltd · 5.39%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 23.12%
Fast Moving Consumer Goods · 13.16%
Automobile and Auto Components · 12.07%
Fixed Fee
0.75% / yr
1.25% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%