Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs ICICI Prudential PMS Growth Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
ICICI Prudential PMS Growth Leaders Strategy
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
2.13%
6 Months
18.69%
4.45%
1 Year
17.43%
9.07%
3 Years
—
17.41%
5 Years
—
13.90%
Since Inception
17.76%
12.23%
Fund Age
2 yrs 9 mo
25 yrs 8 mo
AUM
₹197.55 Cr
₹1,659.64 Cr
Alpha – 1 Year
17.78%
4.35%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
1.35
Volatility – 1 Year
20.32%
16.92%
Volatility – 3 Years
—
15.61%
Beta – 1 Year
1.06
0.95
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.63
0.28
Sharpe Ratio – 3 Years
—
0.78
Worst Rolling Year
—
-11.28%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−15.36%
−20.82%
Recovery Period
Not yet recovered
521 days
1-Year Rolling Windows Positive
—
89.60%
Median Rolling Year
—
15.37%
5-Year Rolling Windows Positive
—
93.68%
Market-Cap Mix
L 18% · M 24% · S 51%
L 58% · M 17% · S 24%
Number of Stocks
35
37
Portfolio P/E
35.70
28.58
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%
ICICI Bank Ltd · 6.05%
FSN E-Commerce Ventures Ltd · 5.03%
Bharti Airtel Ltd · 4.92%
State Bank of India · 4.85%
Eternal Ltd · 4.72%
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%