Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
IFM Flexicap Growth 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%
1.96%
6 Months
18.69%
11.95%
1 Year
17.43%
7.86%
3 Years
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—
5 Years
—
—
Since Inception
17.76%
0.34%
Fund Age
2 yrs 9 mo
13 mo
AUM
₹197.55 Cr
₹18.23 Cr
Alpha – 1 Year
17.78%
3.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
25.09%
Volatility – 3 Years
—
—
Beta – 1 Year
1.06
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
−18.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 18% · M 24% · S 51%
L 48% · M 3% · S 35%
Number of Stocks
35
13
Portfolio P/E
35.70
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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