Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Equirus Securities - Long Horizon Fund
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%
5.54%
6 Months
17.83%
29.52%
1 Year
22.60%
27.35%
3 Years
18.89%
14.30%
5 Years
16.73%
12.28%
Since Inception
18.63%
21.22%
Fund Age
5 yrs 2 mo
9 yrs 10 mo
AUM
₹146.97 Cr
₹374.43 Cr
Alpha – 1 Year
17.88%
22.63%
Alpha – 3 Years
6.80%
2.21%
Information Ratio – 3 Years
0.75
0.15
Volatility – 1 Year
20.18%
28.49%
Volatility – 3 Years
16.94%
24.50%
Beta – 1 Year
1.05
1.39
Beta – 3 Years
0.94
1.24
Sharpe Ratio – 1 Year
0.85
0.80
Sharpe Ratio – 3 Years
0.80
0.46
Worst Rolling Year
15.50%
-3.89%
Value at Worst Rolling Year
₹1.16 Cr
₹0.96 Cr
Deepest Drawdown
−17.05%
−30.92%
Recovery Period
199 days
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
20.61%
18.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
M 4% · S 95%
Number of Stocks
32
29
Portfolio P/E
39.10
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
—
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%