Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.97%
−0.92%
6 Months
18.69%
32.15%
1 Year
17.43%
16.77%
3 Years
—
19.00%
5 Years
—
20.10%
Since Inception
17.76%
27.01%
Fund Age
2 yrs 9 mo
6 yrs 10 mo
AUM
₹197.55 Cr
₹247.64 Cr
Alpha – 1 Year
17.78%
13.79%
Alpha – 3 Years
—
7.10%
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
20.32%
39.13%
Volatility – 3 Years
—
29.47%
Beta – 1 Year
1.06
1.87
Beta – 3 Years
—
1.36
Sharpe Ratio – 1 Year
0.63
0.42
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
15.03%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−15.36%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
S 80%
Number of Stocks
35
42
Portfolio P/E
35.70
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
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%
0% / 0% / 0%