Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
0.41%
6 Months
18.69%
20.81%
1 Year
17.43%
15.63%
3 Years
—
13.76%
5 Years
—
—
Since Inception
17.76%
14.77%
Fund Age
2 yrs 9 mo
4 yrs 6 mo
AUM
₹197.55 Cr
₹751.68 Cr
Alpha – 1 Year
17.78%
16.06%
Alpha – 3 Years
—
5.19%
Information Ratio – 3 Years
—
0.25
Volatility – 1 Year
20.32%
18.90%
Volatility – 3 Years
—
16.75%
Beta – 1 Year
1.06
0.89
Beta – 3 Years
—
0.79
Sharpe Ratio – 1 Year
0.63
0.57
Sharpe Ratio – 3 Years
—
0.53
Worst Rolling Year
—
13.60%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.36%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 16% · M 11% · S 70%
Number of Stocks
35
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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%
1% / 0% / 0%