Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
5.80%
6 Months
18.69%
20.03%
1 Year
17.43%
17.27%
3 Years
—
12.81%
5 Years
—
11.98%
Since Inception
17.76%
14.70%
Fund Age
2 yrs 9 mo
6 yrs 10 mo
AUM
₹197.55 Cr
₹201.68 Cr
Alpha – 1 Year
17.78%
12.55%
Alpha – 3 Years
—
0.73%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
20.32%
22.73%
Volatility – 3 Years
—
20.11%
Beta – 1 Year
1.06
1.17
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.63
0.58
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
7.98%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−15.36%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 38% · M 4% · S 49%
Number of Stocks
35
24
Portfolio P/E
35.70
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
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%
3% / 2% / 1%