Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
−0.46%
6 Months
18.69%
6.77%
1 Year
17.43%
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
17.76%
10.29%
Fund Age
2 yrs 9 mo
4 yrs 2 mo
AUM
₹197.55 Cr
₹9.69 Cr
Alpha – 1 Year
17.78%
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
20.32%
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
1.06
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.63
0.20
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.36%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 41% · M 53%
Number of Stocks
35
22
Portfolio P/E
35.70
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –