Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Incred-Small & MidCap 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%
4.27%
6 Months
17.83%
−8.15%
1 Year
22.60%
−5.39%
3 Years
18.89%
10.81%
5 Years
16.73%
—
Since Inception
18.63%
11.07%
Fund Age
5 yrs 2 mo
5 yrs
AUM
₹146.97 Cr
₹121.08 Cr
Alpha – 1 Year
17.88%
−5.32%
Alpha – 3 Years
6.80%
−2.65%
Information Ratio – 3 Years
0.75
-0.15
Volatility – 1 Year
20.18%
24.51%
Volatility – 3 Years
16.94%
24.85%
Beta – 1 Year
1.05
1.17
Beta – 3 Years
0.94
1.18
Sharpe Ratio – 1 Year
0.85
-0.34
Sharpe Ratio – 3 Years
0.80
0.32
Worst Rolling Year
15.50%
9.88%
Value at Worst Rolling Year
₹1.16 Cr
₹1.10 Cr
Deepest Drawdown
−17.05%
−34.50%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
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%