Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
4.05%
6 Months
17.83%
6.73%
1 Year
22.60%
−2.26%
3 Years
18.89%
32.06%
5 Years
16.73%
—
Since Inception
18.63%
37.04%
Fund Age
5 yrs 2 mo
3 yrs
AUM
₹146.97 Cr
₹174.65 Cr
Alpha – 1 Year
17.88%
−5.24%
Alpha – 3 Years
6.80%
20.17%
Information Ratio – 3 Years
0.75
0.81
Volatility – 1 Year
20.18%
26.32%
Volatility – 3 Years
16.94%
22.60%
Beta – 1 Year
1.05
1.14
Beta – 3 Years
0.94
0.69
Sharpe Ratio – 1 Year
0.85
-0.17
Sharpe Ratio – 3 Years
0.80
1.11
Worst Rolling Year
15.50%
32.07%
Value at Worst Rolling Year
₹1.16 Cr
₹1.32 Cr
Deepest Drawdown
−17.05%
−30.55%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
33.22%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 19% · S 58%
—
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%
—
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%