Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Magadh - Future Stars
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%
3.10%
6 Months
17.83%
4.24%
1 Year
22.60%
17.00%
3 Years
18.89%
21.79%
5 Years
16.73%
20.77%
Since Inception
18.63%
20.65%
Fund Age
5 yrs 2 mo
5 yrs
AUM
₹146.97 Cr
₹88.27 Cr
Alpha – 1 Year
17.88%
12.28%
Alpha – 3 Years
6.80%
9.70%
Information Ratio – 3 Years
0.75
1.38
Volatility – 1 Year
20.18%
20.96%
Volatility – 3 Years
16.94%
18.52%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.94
1.04
Sharpe Ratio – 1 Year
0.85
0.60
Sharpe Ratio – 3 Years
0.80
1.04
Worst Rolling Year
15.50%
21.72%
Value at Worst Rolling Year
₹1.16 Cr
₹1.22 Cr
Deepest Drawdown
−17.05%
−18.76%
Recovery Period
199 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
30.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 19% · M 45% · S 35%
Number of Stocks
32
25
Portfolio P/E
39.10
27.45
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 · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0.5% / 0% / 0%