Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
−5.12%
6 Months
18.69%
10.94%
1 Year
17.43%
14.16%
3 Years
—
7.74%
5 Years
—
3.22%
Since Inception
17.76%
10.15%
Fund Age
2 yrs 9 mo
7 yrs 2 mo
AUM
₹197.55 Cr
₹34.95 Cr
Alpha – 1 Year
17.78%
14.51%
Alpha – 3 Years
—
−1.26%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
20.32%
25.75%
Volatility – 3 Years
—
17.58%
Beta – 1 Year
1.06
1.43
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.63
0.43
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
-2.37%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−15.36%
−19.75%
Recovery Period
Not yet recovered
57 days
1-Year Rolling Windows Positive
—
96.22%
Median Rolling Year
—
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 41% · M 32% · S 26%
Number of Stocks
35
19
Portfolio P/E
35.70
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%