Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Stallion Asset - Core Fund
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
3.93%
6 Months
18.69%
25.32%
1 Year
17.43%
18.21%
3 Years
—
32.70%
5 Years
—
23.63%
Since Inception
17.76%
28.38%
Fund Age
2 yrs 9 mo
7 yrs 10 mo
AUM
₹197.55 Cr
₹8,686.39 Cr
Alpha – 1 Year
17.78%
13.49%
Alpha – 3 Years
—
20.61%
Information Ratio – 3 Years
—
1.92
Volatility – 1 Year
20.32%
22.97%
Volatility – 3 Years
—
19.40%
Beta – 1 Year
1.06
1.12
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.63
0.61
Sharpe Ratio – 3 Years
—
1.30
Worst Rolling Year
—
17.00%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−15.36%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 37% · M 30% · S 25%
Number of Stocks
35
43
Portfolio P/E
35.70
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
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%
2% / 0% / 0%