Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
4.94%
6 Months
18.69%
11.49%
1 Year
17.43%
3.89%
3 Years
—
8.19%
5 Years
—
11.02%
Since Inception
17.76%
10.97%
Fund Age
2 yrs 9 mo
13 yrs 8 mo
AUM
₹197.55 Cr
₹360.51 Cr
Alpha – 1 Year
17.78%
0.91%
Alpha – 3 Years
—
−3.69%
Information Ratio – 3 Years
—
-0.18
Volatility – 1 Year
20.32%
23.04%
Volatility – 3 Years
—
19.34%
Beta – 1 Year
1.06
1.26
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.63
0.04
Sharpe Ratio – 3 Years
—
0.30
Worst Rolling Year
—
-8.10%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−15.36%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
95.59%
Median Rolling Year
—
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 38% · M 28% · S 33%
Number of Stocks
35
29
Portfolio P/E
35.70
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%
2% / 1% / 0%