Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
1.81%
6 Months
17.83%
9.83%
1 Year
22.60%
13.53%
3 Years
18.89%
28.65%
5 Years
16.73%
30.15%
Since Inception
18.63%
22.72%
Fund Age
5 yrs 2 mo
8 yrs 8 mo
AUM
₹146.97 Cr
₹1,835.92 Cr
Alpha – 1 Year
17.88%
8.81%
Alpha – 3 Years
6.80%
16.56%
Information Ratio – 3 Years
0.75
1.28
Volatility – 1 Year
20.18%
19.12%
Volatility – 3 Years
16.94%
18.89%
Beta – 1 Year
1.05
0.96
Beta – 3 Years
0.94
0.91
Sharpe Ratio – 1 Year
0.85
0.47
Sharpe Ratio – 3 Years
0.80
1.16
Worst Rolling Year
15.50%
-6.00%
Value at Worst Rolling Year
₹1.16 Cr
₹0.94 Cr
Deepest Drawdown
−17.05%
−13.66%
Recovery Period
199 days
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
20.61%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 24% · M 10% · S 45%
Number of Stocks
32
—
Portfolio P/E
39.10
—
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%