Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
0.48%
6 Months
17.83%
0.17%
1 Year
22.60%
1.53%
3 Years
18.89%
6.30%
5 Years
16.73%
7.16%
Since Inception
18.63%
16.58%
Fund Age
5 yrs 2 mo
6 yrs 6 mo
AUM
₹146.97 Cr
₹182.72 Cr
Alpha – 1 Year
17.88%
−3.19%
Alpha – 3 Years
6.80%
−5.79%
Information Ratio – 3 Years
0.75
-1.15
Volatility – 1 Year
20.18%
17.17%
Volatility – 3 Years
16.94%
15.94%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
0.94
0.99
Sharpe Ratio – 1 Year
0.85
-0.13
Sharpe Ratio – 3 Years
0.80
0.13
Worst Rolling Year
15.50%
6.16%
Value at Worst Rolling Year
₹1.16 Cr
₹1.06 Cr
Deepest Drawdown
−17.05%
−24.43%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
—
Number of Stocks
32
60
Portfolio P/E
39.10
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%