Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
6.10%
6 Months
18.69%
8.11%
1 Year
17.43%
−2.73%
3 Years
—
11.42%
5 Years
—
12.09%
Since Inception
17.76%
13.75%
Fund Age
2 yrs 9 mo
5 yrs 5 mo
AUM
₹197.55 Cr
₹205.48 Cr
Alpha – 1 Year
17.78%
−5.71%
Alpha – 3 Years
—
−0.47%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
20.32%
23.93%
Volatility – 3 Years
—
22.69%
Beta – 1 Year
1.06
1.24
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.63
-0.23
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
11.05%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.36%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 28% · M 36% · S 34%
Number of Stocks
35
29
Portfolio P/E
35.70
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%