Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Unifi APJ 20*
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
3.07%
6 Months
18.69%
13.63%
1 Year
17.43%
10.76%
3 Years
—
13.00%
5 Years
—
13.13%
Since Inception
17.76%
20.07%
Fund Age
2 yrs 9 mo
10 yrs 11 mo
AUM
₹197.55 Cr
₹942.94 Cr
Alpha – 1 Year
17.78%
6.04%
Alpha – 3 Years
—
0.91%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
20.32%
18.61%
Volatility – 3 Years
—
17.55%
Beta – 1 Year
1.06
1.02
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.63
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.32%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−15.36%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
95.82%
Median Rolling Year
—
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 15% · M 3% · S 82%
Number of Stocks
35
—
Portfolio P/E
35.70
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—