Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Omni Rail and Mobility
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Omni Rail and Mobility
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%
−3.04%
6 Months
18.69%
−1.01%
1 Year
17.43%
—
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
−9.80%
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 17% · M 17% · S 66%
Number of Stocks
35
27
Portfolio P/E
35.70
18.50
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%
Transport Corporation of India Ltd · 3.45%
Power Mech Projects Ltd · 3.45%
Ahluwalia Contracts (India) Ltd · 3.45%
Indian Railway Finance Corporation Ltd · 3.45%
Kalpataru Projects International Ltd · 3.45%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Construction · 34.48%
Services · 17.24%
Capital Goods · 13.80%
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%