Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Valentis Advisors - Rising Star
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Valentis Advisors - Rising Star
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
1.72%
6 Months
18.69%
21.92%
1 Year
17.43%
13.71%
3 Years
—
12.32%
5 Years
—
14.28%
Since Inception
17.76%
17.32%
Fund Age
2 yrs 9 mo
10 yrs
AUM
₹197.55 Cr
₹1,140.87 Cr
Alpha – 1 Year
17.78%
10.73%
Alpha – 3 Years
—
0.43%
Information Ratio – 3 Years
—
0.05
Volatility – 1 Year
20.32%
27.06%
Volatility – 3 Years
—
23.47%
Beta – 1 Year
1.06
1.37
Beta – 3 Years
—
1.21
Sharpe Ratio – 1 Year
0.63
0.39
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
—
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%
Kingfa Science & Technology (India) Ltd · 0.00%
Va Tech Wabag Ltd · 0.00%
JTL Industries Ltd · 0.00%
Aurobindo Pharma Ltd · 0.00%
RBL Bank Ltd · 0.00%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
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%
3% / 2% / 1%