Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
4.15%
6 Months
17.83%
18.21%
1 Year
22.60%
19.11%
3 Years
18.89%
23.58%
5 Years
16.73%
18.40%
Since Inception
18.63%
13.93%
Fund Age
5 yrs 2 mo
11 yrs 4 mo
AUM
₹146.97 Cr
₹13.37 Cr
Alpha – 1 Year
17.88%
16.13%
Alpha – 3 Years
6.80%
11.69%
Information Ratio – 3 Years
0.75
1.24
Volatility – 1 Year
20.18%
18.18%
Volatility – 3 Years
16.94%
17.99%
Beta – 1 Year
1.05
0.94
Beta – 3 Years
0.94
1.01
Sharpe Ratio – 1 Year
0.85
0.75
Sharpe Ratio – 3 Years
0.80
0.97
Worst Rolling Year
15.50%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−17.05%
−20.05%
Recovery Period
199 days
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.61%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 19% · S 58%
L 27% · M 15% · S 55%
Number of Stocks
32
32
Portfolio P/E
39.10
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 0%