Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
2.41%
6 Months
18.69%
2.04%
1 Year
17.43%
13.04%
3 Years
—
15.74%
5 Years
—
14.15%
Since Inception
17.76%
15.13%
Fund Age
2 yrs 9 mo
14 yrs 1 mo
AUM
₹197.55 Cr
₹850.7 Cr
Alpha – 1 Year
17.78%
13.39%
Alpha – 3 Years
—
6.74%
Information Ratio – 3 Years
—
1.02
Volatility – 1 Year
20.32%
18.01%
Volatility – 3 Years
—
15.42%
Beta – 1 Year
1.06
1.04
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.63
0.48
Sharpe Ratio – 3 Years
—
0.76
Worst Rolling Year
—
-19.06%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−15.36%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
—
83.40%
Median Rolling Year
—
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 18% · M 24% · S 51%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%