Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
3.04%
6 Months
18.69%
5.19%
1 Year
17.43%
−0.45%
3 Years
—
11.72%
5 Years
—
—
Since Inception
17.76%
12.62%
Fund Age
2 yrs 9 mo
3 yrs 8 mo
AUM
₹197.55 Cr
₹42.96 Cr
Alpha – 1 Year
17.78%
−3.43%
Alpha – 3 Years
—
−0.17%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
20.32%
16.93%
Volatility – 3 Years
—
15.20%
Beta – 1 Year
1.06
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.63
-0.27
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
11.64%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−15.36%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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% / 0% / 0%