Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
0.78%
6 Months
18.69%
11.75%
1 Year
17.43%
−2.37%
3 Years
—
17.81%
5 Years
—
14.66%
Since Inception
17.76%
18.91%
Fund Age
2 yrs 9 mo
23 yrs 5 mo
AUM
₹197.55 Cr
₹3,220.2 Cr
Alpha – 1 Year
17.78%
−5.35%
Alpha – 3 Years
—
5.93%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
20.32%
21.49%
Volatility – 3 Years
—
20.84%
Beta – 1 Year
1.06
1.07
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.63
-0.27
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
-7.44%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−15.36%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
94.32%
Median Rolling Year
—
14.52%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 28% · M 48% · S 19%
Number of Stocks
35
27
Portfolio P/E
35.70
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%