Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
4.27%
6 Months
18.69%
−8.15%
1 Year
17.43%
−5.39%
3 Years
—
10.81%
5 Years
—
—
Since Inception
17.76%
11.07%
Fund Age
2 yrs 9 mo
5 yrs
AUM
₹197.55 Cr
₹121.08 Cr
Alpha – 1 Year
17.78%
−5.32%
Alpha – 3 Years
—
−2.65%
Information Ratio – 3 Years
—
-0.15
Volatility – 1 Year
20.32%
24.51%
Volatility – 3 Years
—
24.85%
Beta – 1 Year
1.06
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
0.63
-0.34
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
9.88%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−15.36%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
M 20% · S 78%
Number of Stocks
35
—
Portfolio P/E
35.70
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
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%