Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Karma Capital Magnolia
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
0.10%
6 Months
18.69%
8.00%
1 Year
17.43%
6.50%
3 Years
—
11.40%
5 Years
—
—
Since Inception
17.76%
13.00%
Fund Age
2 yrs 9 mo
3 yrs 6 mo
AUM
₹197.55 Cr
₹9.42 Cr
Alpha – 1 Year
17.78%
1.80%
Alpha – 3 Years
—
−0.70%
Information Ratio – 3 Years
—
-0.20
Volatility – 1 Year
20.32%
21.60%
Volatility – 3 Years
—
16.09%
Beta – 1 Year
1.06
1.19
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.63
0.17
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
8.82%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.36%
−17.53%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 51% · M 15% · S 33%
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%
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.1% / – / 0%