Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
MOAT - Moderate Compounders
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%
2.75%
6 Months
17.83%
8.17%
1 Year
22.60%
3.28%
3 Years
18.89%
8.41%
5 Years
16.73%
12.53%
Since Inception
18.63%
11.01%
Fund Age
5 yrs 2 mo
12 yrs 9 mo
AUM
₹146.97 Cr
₹16.57 Cr
Alpha – 1 Year
17.88%
−1.44%
Alpha – 3 Years
6.80%
−3.68%
Information Ratio – 3 Years
0.75
-0.32
Volatility – 1 Year
20.18%
20.74%
Volatility – 3 Years
16.94%
17.91%
Beta – 1 Year
1.05
1.13
Beta – 3 Years
0.94
1.09
Sharpe Ratio – 1 Year
0.85
0.00
Sharpe Ratio – 3 Years
0.80
0.32
Worst Rolling Year
15.50%
-16.89%
Value at Worst Rolling Year
₹1.16 Cr
₹0.83 Cr
Deepest Drawdown
−17.05%
−28.21%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
20.61%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%