Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
Wallfort-Avenue Fund
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
3.79%
6 Months
18.69%
18.76%
1 Year
17.43%
31.67%
3 Years
—
24.57%
5 Years
—
—
Since Inception
17.76%
26.31%
Fund Age
2 yrs 9 mo
2 yrs 4 mo
AUM
₹197.55 Cr
₹160.31 Cr
Alpha – 1 Year
17.78%
26.95%
Alpha – 3 Years
—
12.48%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
17.93%
Volatility – 3 Years
—
20.59%
Beta – 1 Year
1.06
0.80
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
1.34
Sharpe Ratio – 3 Years
—
1.78
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.36%
−12.22%
Recovery Period
Not yet recovered
69 days
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%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
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%
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%