Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Omni Navigator
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Omni Navigator
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.97%
−0.65%
6 Months
18.69%
−0.68%
1 Year
17.43%
—
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
4.87%
Fund Age
2 yrs 9 mo
8 mo
AUM
₹197.55 Cr
₹0.5 Cr
Alpha – 1 Year
17.78%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.06
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 19% · M 9% · S 22%
Number of Stocks
35
44
Portfolio P/E
35.70
11.34
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%
Nippon India ETF Gold BeES · 10.00%
BHARAT Bond ETF - April 2033 · 10.00%
ICICI Pru Silver ETF FOF - Reg (G) · 5.00%
ICICI Pru Nifty 10 yr Benchmark G-Sec ETF · 5.00%
Mirae Asset Nifty 8-13 yr G-Sec ETF · 5.00%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 31.33%
Others · 22.81%
Government · 14.43%
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%