Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
2.85%
6 Months
18.69%
22.81%
1 Year
17.43%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
17.76%
24.49%
Fund Age
2 yrs 9 mo
3 yrs 3 mo
AUM
₹197.55 Cr
₹446.96 Cr
Alpha – 1 Year
17.78%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
20.32%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.06
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.63
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.36%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 19% · S 80%
Number of Stocks
35
30
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%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—