Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Motilal Oswal-Founders
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%
0.25%
6 Months
17.83%
15.19%
1 Year
22.60%
3.21%
3 Years
18.89%
19.65%
5 Years
16.73%
—
Since Inception
18.63%
25.09%
Fund Age
5 yrs 2 mo
3 yrs 5 mo
AUM
₹146.97 Cr
₹4,148.34 Cr
Alpha – 1 Year
17.88%
0.23%
Alpha – 3 Years
6.80%
7.77%
Information Ratio – 3 Years
0.75
0.62
Volatility – 1 Year
20.18%
21.54%
Volatility – 3 Years
16.94%
22.15%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
0.94
1.15
Sharpe Ratio – 1 Year
0.85
-0.01
Sharpe Ratio – 3 Years
0.80
0.68
Worst Rolling Year
15.50%
19.49%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−17.05%
−27.91%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 19% · S 58%
L 26% · M 35% · S 37%
Number of Stocks
32
26
Portfolio P/E
39.10
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%