Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
1.41%
6 Months
18.69%
13.18%
1 Year
17.43%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
17.76%
11.83%
Fund Age
2 yrs 9 mo
4 yrs 11 mo
AUM
₹197.55 Cr
₹31.01 Cr
Alpha – 1 Year
17.78%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
20.32%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
1.06
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.63
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.36%
−24.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 37% · M 30% · S 33%
Number of Stocks
35
26
Portfolio P/E
35.70
54.84
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 Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—