Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
0.40%
6 Months
18.69%
4.60%
1 Year
17.43%
−5.85%
3 Years
—
5.64%
5 Years
—
—
Since Inception
17.76%
−0.46%
Fund Age
2 yrs 9 mo
4 yrs 7 mo
AUM
₹197.55 Cr
₹87.75 Cr
Alpha – 1 Year
17.78%
−8.83%
Alpha – 3 Years
—
−6.25%
Information Ratio – 3 Years
—
-0.73
Volatility – 1 Year
20.32%
16.46%
Volatility – 3 Years
—
15.18%
Beta – 1 Year
1.06
0.88
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.63
-0.62
Sharpe Ratio – 3 Years
—
0.08
Worst Rolling Year
—
-2.49%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−15.36%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
87.97%
Median Rolling Year
—
5.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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% / 0% / 0%