Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Invesco - Challengers
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%
1.41%
6 Months
17.83%
13.18%
1 Year
22.60%
2.91%
3 Years
18.89%
14.27%
5 Years
16.73%
—
Since Inception
18.63%
11.83%
Fund Age
5 yrs 2 mo
4 yrs 11 mo
AUM
₹146.97 Cr
₹31.01 Cr
Alpha – 1 Year
17.88%
−1.81%
Alpha – 3 Years
6.80%
2.18%
Information Ratio – 3 Years
0.75
0.24
Volatility – 1 Year
20.18%
18.67%
Volatility – 3 Years
16.94%
17.11%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
0.94
0.95
Sharpe Ratio – 1 Year
0.85
-0.04
Sharpe Ratio – 3 Years
0.80
0.56
Worst Rolling Year
15.50%
12.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−17.05%
−24.73%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
17.60%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 20% · M 19% · S 58%
L 37% · M 30% · S 33%
Number of Stocks
32
26
Portfolio P/E
39.10
54.84
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 Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
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