Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
−0.03%
6 Months
17.83%
1.95%
1 Year
22.60%
9.19%
3 Years
18.89%
16.93%
5 Years
16.73%
11.74%
Since Inception
18.63%
12.55%
Fund Age
5 yrs 2 mo
7 yrs 3 mo
AUM
₹146.97 Cr
₹17.39 Cr
Alpha – 1 Year
17.88%
9.54%
Alpha – 3 Years
6.80%
7.93%
Information Ratio – 3 Years
0.75
0.83
Volatility – 1 Year
20.18%
16.46%
Volatility – 3 Years
16.94%
13.48%
Beta – 1 Year
1.05
0.82
Beta – 3 Years
0.94
0.74
Sharpe Ratio – 1 Year
0.85
0.29
Sharpe Ratio – 3 Years
0.80
0.84
Worst Rolling Year
15.50%
3.01%
Value at Worst Rolling Year
₹1.16 Cr
₹1.03 Cr
Deepest Drawdown
−17.05%
−16.15%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 27% · M 18% · S 26%
Number of Stocks
32
53
Portfolio P/E
39.10
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%