Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
7.67%
6 Months
18.69%
27.70%
1 Year
17.43%
47.52%
3 Years
—
23.98%
5 Years
—
15.87%
Since Inception
17.76%
18.55%
Fund Age
2 yrs 9 mo
16 yrs 2 mo
AUM
₹197.55 Cr
₹1,022.92 Cr
Alpha – 1 Year
17.78%
42.80%
Alpha – 3 Years
—
11.89%
Information Ratio – 3 Years
—
1.12
Volatility – 1 Year
20.32%
28.29%
Volatility – 3 Years
—
20.76%
Beta – 1 Year
1.06
1.36
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.63
1.33
Sharpe Ratio – 3 Years
—
0.99
Worst Rolling Year
—
-4.58%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−15.36%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
—
97.86%
Median Rolling Year
—
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 22% · M 32% · S 42%
Number of Stocks
35
26
Portfolio P/E
35.70
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%