Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
3.44%
6 Months
18.69%
14.84%
1 Year
17.43%
−4.03%
3 Years
—
5.65%
5 Years
—
—
Since Inception
17.76%
11.22%
Fund Age
2 yrs 9 mo
3 yrs 7 mo
AUM
₹197.55 Cr
₹83.14 Cr
Alpha – 1 Year
17.78%
−3.68%
Alpha – 3 Years
—
−3.35%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
20.32%
22.60%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
1.06
1.04
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.63
-0.31
Sharpe Ratio – 3 Years
—
0.11
Worst Rolling Year
—
4.98%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−15.36%
−33.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.75%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 9% · M 28% · S 60%
Number of Stocks
35
27
Portfolio P/E
35.70
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
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%