Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
3.40%
6 Months
18.69%
21.77%
1 Year
17.43%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
17.76%
24.82%
Fund Age
2 yrs 9 mo
3 yrs 1 mo
AUM
₹197.55 Cr
₹415.03 Cr
Alpha – 1 Year
17.78%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
20.32%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
1.06
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
0.63
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−15.36%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
Fixed Fee
0.75% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 8%
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –