Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs GEOJIT-BEACON PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
GEOJIT-BEACON 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%
−2.85%
6 Months
18.69%
4.89%
1 Year
17.43%
5.63%
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
−3.63%
Fund Age
2 yrs 9 mo
2 yrs 1 mo
AUM
₹197.55 Cr
₹189.12 Cr
Alpha – 1 Year
17.78%
0.91%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
23.99%
Volatility – 3 Years
—
—
Beta – 1 Year
1.06
1.32
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
−16.68%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 18% · M 24% · S 51%
L 19% · M 8% · S 71%
Number of Stocks
35
28
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%
Bajaj Finance Ltd · 7.98%
Krishna Institute of Medical Sciences Ltd · 5.42%
Jana Small Finance Bank Ltd · 5.38%
Eternal Ltd · 5.36%
Housing & Urban Development Corporation Ltd · 5.25%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 28.62%
Consumer Services · 13.20%
Capital Goods · 10.80%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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