Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.97%
2.70%
6 Months
18.69%
4.80%
1 Year
17.43%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
2.40%
Fund Age
2 yrs 9 mo
17 mo
AUM
₹197.55 Cr
₹16.3 Cr
Alpha – 1 Year
17.78%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
1.06
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
−14.81%
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 61% · M 36%
Number of Stocks
35
25
Portfolio P/E
35.70
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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