Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Himalaya - EverFlow India Opportunities
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%
2.85%
6 Months
17.83%
22.81%
1 Year
22.60%
15.74%
3 Years
18.89%
19.34%
5 Years
16.73%
—
Since Inception
18.63%
24.49%
Fund Age
5 yrs 2 mo
3 yrs 3 mo
AUM
₹146.97 Cr
₹446.96 Cr
Alpha – 1 Year
17.88%
11.02%
Alpha – 3 Years
6.80%
7.25%
Information Ratio – 3 Years
0.75
0.86
Volatility – 1 Year
20.18%
23.09%
Volatility – 3 Years
16.94%
17.79%
Beta – 1 Year
1.05
1.11
Beta – 3 Years
0.94
0.93
Sharpe Ratio – 1 Year
0.85
0.51
Sharpe Ratio – 3 Years
0.80
0.79
Worst Rolling Year
15.50%
19.32%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−17.05%
−18.72%
Recovery Period
199 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
21.74%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 20% · M 19% · S 58%
L 19% · S 80%
Number of Stocks
32
30
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%
—
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—