Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
InCred Capital - Multicap PMS
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%
6.10%
6 Months
17.83%
8.11%
1 Year
22.60%
−2.73%
3 Years
18.89%
11.42%
5 Years
16.73%
12.09%
Since Inception
18.63%
13.75%
Fund Age
5 yrs 2 mo
5 yrs 5 mo
AUM
₹146.97 Cr
₹205.48 Cr
Alpha – 1 Year
17.88%
−5.71%
Alpha – 3 Years
6.80%
−0.47%
Information Ratio – 3 Years
0.75
-0.07
Volatility – 1 Year
20.18%
23.93%
Volatility – 3 Years
16.94%
22.69%
Beta – 1 Year
1.05
1.24
Beta – 3 Years
0.94
1.17
Sharpe Ratio – 1 Year
0.85
-0.23
Sharpe Ratio – 3 Years
0.80
0.35
Worst Rolling Year
15.50%
11.05%
Value at Worst Rolling Year
₹1.16 Cr
₹1.11 Cr
Deepest Drawdown
−17.05%
−29.75%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 28% · M 36% · S 34%
Number of Stocks
32
29
Portfolio P/E
39.10
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%