Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
2.93%
6 Months
17.83%
27.08%
1 Year
22.60%
22.70%
3 Years
18.89%
18.13%
5 Years
16.73%
21.00%
Since Inception
18.63%
30.05%
Fund Age
5 yrs 2 mo
5 yrs 9 mo
AUM
₹146.97 Cr
₹670.5 Cr
Alpha – 1 Year
17.88%
17.98%
Alpha – 3 Years
6.80%
6.04%
Information Ratio – 3 Years
0.75
0.67
Volatility – 1 Year
20.18%
26.20%
Volatility – 3 Years
16.94%
22.70%
Beta – 1 Year
1.05
1.32
Beta – 3 Years
0.94
1.09
Sharpe Ratio – 1 Year
0.85
0.70
Sharpe Ratio – 3 Years
0.80
0.71
Worst Rolling Year
15.50%
15.94%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−17.05%
−31.21%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
25.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
S 95%
Number of Stocks
32
26
Portfolio P/E
39.10
27.00
Top 5 Holdings
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%