Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.97%
2.21%
6 Months
18.69%
21.04%
1 Year
17.43%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
17.76%
—
Fund Age
2 yrs 9 mo
6 yrs 4 mo
AUM
₹197.55 Cr
₹364.08 Cr
Alpha – 1 Year
17.78%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
20.32%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
1.06
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.63
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−15.36%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
Fixed Fee
0.75% / yr
7.50% / yr
Performance Fee / Plan
20% of profit, above 8%
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%