Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
17.83%
10.98%
1 Year
22.60%
10.72%
3 Years
18.89%
15.83%
5 Years
16.73%
13.58%
Since Inception
18.63%
14.48%
Fund Age
5 yrs 2 mo
21 yrs 11 mo
AUM
₹146.97 Cr
₹8.51 Cr
Alpha – 1 Year
17.88%
6.00%
Alpha – 3 Years
6.80%
3.74%
Information Ratio – 3 Years
0.75
0.71
Volatility – 1 Year
20.18%
16.38%
Volatility – 3 Years
16.94%
14.45%
Beta – 1 Year
1.05
0.87
Beta – 3 Years
0.94
0.89
Sharpe Ratio – 1 Year
0.85
0.33
Sharpe Ratio – 3 Years
0.80
0.72
Worst Rolling Year
15.50%
-12.28%
Value at Worst Rolling Year
₹1.16 Cr
₹0.88 Cr
Deepest Drawdown
−17.05%
−17.66%
Recovery Period
199 days
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
20.61%
13.32%
5-Year Rolling Windows Positive
100.00%
98.04%
Market-Cap Mix
L 20% · M 19% · S 58%
L 23% · M 15% · S 43%
Number of Stocks
32
30
Portfolio P/E
39.10
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%