Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
ValueQuest - Growth
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
1.42%
6 Months
18.69%
31.94%
1 Year
17.43%
21.84%
3 Years
—
17.21%
5 Years
—
16.75%
Since Inception
17.76%
18.18%
Fund Age
2 yrs 9 mo
13 yrs 5 mo
AUM
₹197.55 Cr
₹2,035.08 Cr
Alpha – 1 Year
17.78%
18.86%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
20.32%
24.29%
Volatility – 3 Years
—
19.24%
Beta – 1 Year
1.06
1.15
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.63
0.70
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
-15.08%
Value at Worst Rolling Year
—
₹0.85 Cr
Deepest Drawdown
−15.36%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
—
82.66%
Median Rolling Year
—
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 18% · M 24% · S 51%
L 23% · M 1% · S 69%
Number of Stocks
35
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%