Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
NJ - Bluechip
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%
−1.21%
6 Months
17.83%
5.09%
1 Year
22.60%
0.26%
3 Years
18.89%
9.53%
5 Years
16.73%
5.40%
Since Inception
18.63%
12.09%
Fund Age
5 yrs 2 mo
8 yrs 5 mo
AUM
₹146.97 Cr
₹1,644.09 Cr
Alpha – 1 Year
17.88%
0.61%
Alpha – 3 Years
6.80%
0.54%
Information Ratio – 3 Years
0.75
0.06
Volatility – 1 Year
20.18%
17.94%
Volatility – 3 Years
16.94%
17.25%
Beta – 1 Year
1.05
1.03
Beta – 3 Years
0.94
1.11
Sharpe Ratio – 1 Year
0.85
-0.20
Sharpe Ratio – 3 Years
0.80
0.31
Worst Rolling Year
15.50%
2.29%
Value at Worst Rolling Year
₹1.16 Cr
₹1.02 Cr
Deepest Drawdown
−17.05%
−21.60%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 49% · M 36% · S 14%
Number of Stocks
32
20
Portfolio P/E
39.10
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%