Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Invesco - Rise
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
5.01%
6 Months
18.69%
8.17%
1 Year
17.43%
19.57%
3 Years
—
18.20%
5 Years
—
15.63%
Since Inception
17.76%
14.42%
Fund Age
2 yrs 9 mo
10 yrs 4 mo
AUM
₹197.55 Cr
₹337.5 Cr
Alpha – 1 Year
17.78%
14.85%
Alpha – 3 Years
—
6.11%
Information Ratio – 3 Years
—
0.93
Volatility – 1 Year
20.32%
14.72%
Volatility – 3 Years
—
15.36%
Beta – 1 Year
1.06
0.78
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
0.63
0.93
Sharpe Ratio – 3 Years
—
0.83
Worst Rolling Year
—
-10.21%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−15.36%
−21.92%
Recovery Period
Not yet recovered
231 days
1-Year Rolling Windows Positive
—
88.56%
Median Rolling Year
—
16.73%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 49% · M 27% · S 21%
Number of Stocks
35
23
Portfolio P/E
35.70
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—