Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.97%
13.08%
6 Months
18.69%
39.75%
1 Year
17.43%
15.14%
3 Years
—
13.51%
5 Years
—
—
Since Inception
17.76%
26.22%
Fund Age
2 yrs 9 mo
4 yrs 6 mo
AUM
₹197.55 Cr
₹81.24 Cr
Alpha – 1 Year
17.78%
11.38%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
20.32%
46.80%
Volatility – 3 Years
—
34.40%
Beta – 1 Year
1.06
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
0.63
0.38
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−15.36%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
—
Number of Stocks
35
—
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
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%