Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Mansi share-seven islands PMS
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.97%
2.10%
6 Months
18.69%
29.13%
1 Year
17.43%
20.96%
3 Years
—
17.22%
5 Years
—
—
Since Inception
17.76%
23.59%
Fund Age
2 yrs 9 mo
3 yrs 7 mo
AUM
₹197.55 Cr
₹147.56 Cr
Alpha – 1 Year
17.78%
16.24%
Alpha – 3 Years
—
5.13%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
20.32%
30.80%
Volatility – 3 Years
—
25.65%
Beta – 1 Year
1.06
1.54
Beta – 3 Years
—
1.41
Sharpe Ratio – 1 Year
0.63
0.58
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
15.38%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−15.36%
−28.52%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 63% · M 11% · S 17%
Number of Stocks
35
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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% / 1%