Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Purnartha Vision Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
5.60%
6 Months
18.69%
9.69%
1 Year
17.43%
14.36%
3 Years
—
13.50%
5 Years
—
8.53%
Since Inception
17.76%
11.34%
Fund Age
2 yrs 9 mo
5 yrs 5 mo
AUM
₹197.55 Cr
₹190.75 Cr
Alpha – 1 Year
17.78%
9.64%
Alpha – 3 Years
—
1.41%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
20.32%
24.59%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
1.06
1.16
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.63
0.44
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
8.91%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.36%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 16% · M 12% · S 39%
Number of Stocks
35
—
Portfolio P/E
35.70
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
Fixed Fee
0.75% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 8%
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%