Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
10.24%
6 Months
18.69%
31.65%
1 Year
17.43%
26.47%
3 Years
—
18.72%
5 Years
—
16.28%
Since Inception
17.76%
14.51%
Fund Age
2 yrs 9 mo
10 yrs 10 mo
AUM
₹197.55 Cr
₹423.36 Cr
Alpha – 1 Year
17.78%
21.75%
Alpha – 3 Years
—
6.63%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
20.32%
28.25%
Volatility – 3 Years
—
24.90%
Beta – 1 Year
1.06
1.32
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.63
0.78
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
-5.98%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−15.36%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
—
86.69%
Median Rolling Year
—
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 12% · M 6% · S 82%
Number of Stocks
35
62
Portfolio P/E
35.70
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%
0% / 0% / 0%