Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
MOAT - Emerging Moat
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%
2.64%
6 Months
17.83%
5.29%
1 Year
22.60%
2.64%
3 Years
18.89%
8.64%
5 Years
16.73%
—
Since Inception
18.63%
12.31%
Fund Age
5 yrs 2 mo
3 yrs 11 mo
AUM
₹146.97 Cr
₹56.94 Cr
Alpha – 1 Year
17.88%
−2.08%
Alpha – 3 Years
6.80%
−3.45%
Information Ratio – 3 Years
0.75
-0.33
Volatility – 1 Year
20.18%
19.56%
Volatility – 3 Years
16.94%
17.76%
Beta – 1 Year
1.05
1.08
Beta – 3 Years
0.94
1.07
Sharpe Ratio – 1 Year
0.85
-0.05
Sharpe Ratio – 3 Years
0.80
0.31
Worst Rolling Year
15.50%
8.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−17.05%
−25.57%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
14.83%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 19% · S 58%
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%