Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Tamohara - TRUFFLE
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
8.72%
6 Months
18.69%
28.59%
1 Year
17.43%
28.02%
3 Years
—
18.67%
5 Years
—
17.18%
Since Inception
17.76%
20.03%
Fund Age
2 yrs 9 mo
5 yrs 4 mo
AUM
₹197.55 Cr
₹221.27 Cr
Alpha – 1 Year
17.78%
28.37%
Alpha – 3 Years
—
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
20.32%
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
1.06
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.63
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.36%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 19% · M 4% · S 74%
Number of Stocks
35
29
Portfolio P/E
35.70
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
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% / – / –