Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.97%
0.30%
6 Months
18.69%
26.99%
1 Year
17.43%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
17.76%
35.84%
Fund Age
2 yrs 9 mo
4 yrs 3 mo
AUM
₹197.55 Cr
₹521.91 Cr
Alpha – 1 Year
17.78%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.32%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.06
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.63
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−15.36%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 18% · M 24% · S 51%
—
Number of Stocks
35
49
Portfolio P/E
35.70
21.17
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%
—
Top Sectors
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
Fixed Fee
0.75% / yr
—
Performance Fee / Plan
20% of profit, above 8%
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—