Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs ICICI Prudential - Large Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
ICICI Prudential - Large Cap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
2.16%
6 Months
18.69%
3.15%
1 Year
17.43%
11.06%
3 Years
—
18.79%
5 Years
—
15.00%
Since Inception
17.76%
16.01%
Fund Age
2 yrs 9 mo
17 yrs 5 mo
AUM
₹197.55 Cr
₹905.13 Cr
Alpha – 1 Year
17.78%
11.41%
Alpha – 3 Years
—
9.79%
Information Ratio – 3 Years
—
1.56
Volatility – 1 Year
20.32%
18.35%
Volatility – 3 Years
—
16.43%
Beta – 1 Year
1.06
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.63
0.38
Sharpe Ratio – 3 Years
—
0.82
Worst Rolling Year
—
-6.60%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−15.36%
−20.17%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
98.49%
Median Rolling Year
—
16.07%
5-Year Rolling Windows Positive
—
99.33%
Market-Cap Mix
L 18% · M 24% · S 51%
L 91% · M 6% · S 0%
Number of Stocks
35
28
Portfolio P/E
35.70
29.62
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%
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
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%
1% / 0% / 0%