Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
MoneyGrow Asset-Large Midcap
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
1.12%
6 Months
18.69%
9.15%
1 Year
17.43%
11.50%
3 Years
—
15.21%
5 Years
—
—
Since Inception
17.76%
17.99%
Fund Age
2 yrs 9 mo
3 yrs 4 mo
AUM
₹197.55 Cr
₹113.51 Cr
Alpha – 1 Year
17.78%
11.85%
Alpha – 3 Years
—
6.21%
Information Ratio – 3 Years
—
0.97
Volatility – 1 Year
20.32%
21.57%
Volatility – 3 Years
—
16.25%
Beta – 1 Year
1.06
1.26
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
0.63
0.37
Sharpe Ratio – 3 Years
—
0.63
Worst Rolling Year
—
14.24%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.36%
−19.23%
Recovery Period
Not yet recovered
79 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.47%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 33% · M 28% · S 38%
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%
—
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%
3% / 2% / 1%