Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
11.42%
6 Months
18.69%
35.03%
1 Year
17.43%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
17.76%
19.33%
Fund Age
2 yrs 9 mo
6 yrs 10 mo
AUM
₹197.55 Cr
₹2,975 Cr
Alpha – 1 Year
17.78%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
20.32%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.06
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.63
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−15.36%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
—
Number of Stocks
35
14
Portfolio P/E
35.70
25.70
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%
—
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%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%