Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Shriram Future GEMS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.97%
2.93%
6 Months
18.69%
1.59%
1 Year
17.43%
25.48%
3 Years
—
—
5 Years
—
—
Since Inception
17.76%
30.29%
Fund Age
2 yrs 9 mo
18 mo
AUM
₹197.55 Cr
₹0.8 Cr
Alpha – 1 Year
17.78%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.06
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
—
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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
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%
—