Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
3.01%
6 Months
18.69%
9.93%
1 Year
17.43%
7.49%
3 Years
—
9.34%
5 Years
—
—
Since Inception
17.76%
11.87%
Fund Age
2 yrs 9 mo
4 yrs 7 mo
AUM
₹197.55 Cr
₹1,953.44 Cr
Alpha – 1 Year
17.78%
2.77%
Alpha – 3 Years
—
−2.75%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
20.32%
19.15%
Volatility – 3 Years
—
16.91%
Beta – 1 Year
1.06
1.06
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.63
0.19
Sharpe Ratio – 3 Years
—
0.30
Worst Rolling Year
—
8.22%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−15.36%
−20.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
L 17% · M 8% · S 75%
Number of Stocks
35
—
Portfolio P/E
35.70
23.80
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
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
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%
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