Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Quest Investment Managers – Multi
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
6.28%
6 Months
18.69%
16.32%
1 Year
17.43%
11.67%
3 Years
—
19.26%
5 Years
—
13.96%
Since Inception
17.76%
16.00%
Fund Age
2 yrs 9 mo
12 yrs
AUM
₹197.55 Cr
₹725.3 Cr
Alpha – 1 Year
17.78%
6.95%
Alpha – 3 Years
—
7.18%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
20.32%
21.97%
Volatility – 3 Years
—
19.77%
Beta – 1 Year
1.06
1.15
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.63
0.37
Sharpe Ratio – 3 Years
—
0.73
Worst Rolling Year
—
-10.23%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−15.36%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
—
93.09%
Median Rolling Year
—
18.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 29% · M 26% · S 42%
Number of Stocks
35
34
Portfolio P/E
35.70
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%
1% / 0% / 0%