Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
0.36%
6 Months
17.83%
5.01%
1 Year
22.60%
−5.33%
3 Years
18.89%
1.25%
5 Years
16.73%
−1.56%
Since Inception
18.63%
10.94%
Fund Age
5 yrs 2 mo
6 yrs 11 mo
AUM
₹146.97 Cr
₹122.91 Cr
Alpha – 1 Year
17.88%
−8.31%
Alpha – 3 Years
6.80%
−10.64%
Information Ratio – 3 Years
0.75
-0.98
Volatility – 1 Year
20.18%
16.35%
Volatility – 3 Years
16.94%
16.88%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
0.94
0.86
Sharpe Ratio – 1 Year
0.85
-0.59
Sharpe Ratio – 3 Years
0.80
-0.17
Worst Rolling Year
15.50%
-5.79%
Value at Worst Rolling Year
₹1.16 Cr
₹0.94 Cr
Deepest Drawdown
−17.05%
−20.60%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
20.61%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 20% · M 19% · S 58%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
—
Fixed Fee
2.25% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%