Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Magadh - Value for Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
1.29%
6 Months
18.69%
−4.12%
1 Year
17.43%
1.97%
3 Years
—
12.30%
5 Years
—
12.28%
Since Inception
17.76%
12.08%
Fund Age
2 yrs 9 mo
5 yrs
AUM
₹197.55 Cr
₹27.16 Cr
Alpha – 1 Year
17.78%
−2.75%
Alpha – 3 Years
—
0.21%
Information Ratio – 3 Years
—
0.08
Volatility – 1 Year
20.32%
18.26%
Volatility – 3 Years
—
15.26%
Beta – 1 Year
1.06
1.01
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
0.63
-0.09
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
12.19%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−15.36%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 41% · M 28% · S 30%
Number of Stocks
35
27
Portfolio P/E
35.70
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
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%
0% / 0% / 0%