Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Shepherds Hill - Value Magno
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
0.15%
6 Months
18.69%
5.44%
1 Year
17.43%
6.80%
3 Years
—
17.32%
5 Years
—
18.10%
Since Inception
17.76%
16.54%
Fund Age
2 yrs 9 mo
11 yrs 1 mo
AUM
₹197.55 Cr
₹120.51 Cr
Alpha – 1 Year
17.78%
3.04%
Alpha – 3 Years
—
6.42%
Information Ratio – 3 Years
—
0.53
Volatility – 1 Year
20.32%
13.99%
Volatility – 3 Years
—
15.09%
Beta – 1 Year
1.06
0.76
Beta – 3 Years
—
0.68
Sharpe Ratio – 1 Year
0.63
0.16
Sharpe Ratio – 3 Years
—
0.86
Worst Rolling Year
—
-18.71%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
−15.36%
−12.53%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
77.50%
Median Rolling Year
—
19.23%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 15% · M 5% · S 66%
Number of Stocks
35
16
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%
—
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%
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%