Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
White Oak India Select Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.97%
4.84%
6 Months
18.69%
7.61%
1 Year
17.43%
−0.76%
3 Years
—
11.28%
5 Years
—
9.58%
Since Inception
17.76%
11.67%
Fund Age
2 yrs 9 mo
7 yrs 11 mo
AUM
₹197.55 Cr
₹12.5 Cr
Alpha – 1 Year
17.78%
−3.74%
Alpha – 3 Years
—
−0.61%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
20.32%
20.02%
Volatility – 3 Years
—
16.21%
Beta – 1 Year
1.06
1.05
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.63
-0.22
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
8.66%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.36%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 18% · M 24% · S 51%
L 36% · M 30% · S 35%
Number of Stocks
35
15
Portfolio P/E
35.70
35.71
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%
ICICI Bank Ltd · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%
0% / 0% / 0%