Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Omni Strategic Defence
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Omni Strategic Defence
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%
−1.11%
6 Months
18.69%
2.28%
1 Year
17.43%
—
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
−1.18%
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 38% · M 18% · S 42%
Number of Stocks
35
17
Portfolio P/E
35.70
21.62
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%
Bharat Heavy Electricals Ltd · 10.00%
NHPC Ltd · 10.00%
Gateway Distriparks Ltd · 10.00%
Larsen & Toubro Ltd · 10.00%
State Bank of India · 10.00%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Capital Goods · 38.00%
Services · 16.00%
Information Technology · 12.00%
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%