Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.97%
1.47%
6 Months
18.69%
5.42%
1 Year
17.43%
9.64%
3 Years
—
10.36%
5 Years
—
7.75%
Since Inception
17.76%
11.08%
Fund Age
2 yrs 9 mo
9 yrs 11 mo
AUM
₹197.55 Cr
₹66.05 Cr
Alpha – 1 Year
17.78%
9.99%
Alpha – 3 Years
—
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
20.32%
17.05%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.63
0.31
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−15.36%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 84% · M 12%
Number of Stocks
35
23
Portfolio P/E
35.70
—
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—