Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
JM Financial - The Opportunistic
Return for the risk
3 yrs return
20%
25%
30%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.97%
2.65%
6 Months
18.69%
21.60%
1 Year
17.43%
21.16%
3 Years
—
24.80%
5 Years
—
17.88%
Since Inception
17.76%
9.69%
Fund Age
2 yrs 9 mo
9 yrs 2 mo
AUM
₹197.55 Cr
₹10.09 Cr
Alpha – 1 Year
17.78%
18.18%
Alpha – 3 Years
—
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
1.87%
Volatility – 3 Years
—
1.87%
Beta – 1 Year
1.06
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
16.58
Sharpe Ratio – 3 Years
—
16.58
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 33% · M 13% · S 49%
Number of Stocks
35
22
Portfolio P/E
35.70
38.25
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%
—
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
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%
3% / 2% / 0%