Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
MRG Capital - Wealth Protector
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%
0.67%
6 Months
17.83%
1.38%
1 Year
22.60%
7.78%
3 Years
18.89%
12.37%
5 Years
16.73%
10.07%
Since Inception
18.63%
13.18%
Fund Age
5 yrs 2 mo
6 yrs 8 mo
AUM
₹146.97 Cr
₹1.13 Cr
Alpha – 1 Year
17.88%
8.13%
Alpha – 3 Years
6.80%
3.37%
Information Ratio – 3 Years
0.75
0.42
Volatility – 1 Year
20.18%
17.12%
Volatility – 3 Years
16.94%
14.65%
Beta – 1 Year
1.05
0.93
Beta – 3 Years
0.94
0.90
Sharpe Ratio – 1 Year
0.85
0.21
Sharpe Ratio – 3 Years
0.80
0.51
Worst Rolling Year
15.50%
10.01%
Value at Worst Rolling Year
₹1.16 Cr
₹1.10 Cr
Deepest Drawdown
−17.05%
−15.65%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
15.34%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 34% · M 14% · S 34%
Number of Stocks
32
43
Portfolio P/E
39.10
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
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%