Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
4.22%
6 Months
18.69%
14.78%
1 Year
17.43%
3.60%
3 Years
—
26.42%
5 Years
—
15.65%
Since Inception
17.76%
19.18%
Fund Age
2 yrs 9 mo
5 yrs 5 mo
AUM
₹197.55 Cr
₹730.87 Cr
Alpha – 1 Year
17.78%
0.62%
Alpha – 3 Years
—
14.53%
Information Ratio – 3 Years
—
0.84
Volatility – 1 Year
20.32%
21.03%
Volatility – 3 Years
—
18.57%
Beta – 1 Year
1.06
0.98
Beta – 3 Years
—
0.72
Sharpe Ratio – 1 Year
0.63
0.01
Sharpe Ratio – 3 Years
—
1.08
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−15.36%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 11% · M 7% · S 82%
Number of Stocks
35
17
Portfolio P/E
35.70
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
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%
2% / 1% / 0%