Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs GREEN PORTFOLIO - The Green Ethical Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
GREEN PORTFOLIO - The Green Ethical Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.97%
3.65%
6 Months
18.69%
36.06%
1 Year
17.43%
18.40%
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
10.79%
Fund Age
2 yrs 9 mo
2 yrs 1 mo
AUM
₹197.55 Cr
₹36.18 Cr
Alpha – 1 Year
17.78%
15.42%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
30.13%
Volatility – 3 Years
—
—
Beta – 1 Year
1.06
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
0.51
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
−21.62%
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 28% · M 20% · S 30%
Number of Stocks
35
41
Portfolio P/E
35.70
38.26
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%
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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%