Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
ORO - All Weather Portfolio
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%
−0.19%
6 Months
17.83%
−0.42%
1 Year
22.60%
−4.58%
3 Years
18.89%
16.32%
5 Years
16.73%
13.17%
Since Inception
18.63%
13.94%
Fund Age
5 yrs 2 mo
6 yrs 6 mo
AUM
₹146.97 Cr
₹13.16 Cr
Alpha – 1 Year
17.88%
−7.56%
Alpha – 3 Years
6.80%
4.42%
Information Ratio – 3 Years
0.75
0.49
Volatility – 1 Year
20.18%
16.90%
Volatility – 3 Years
16.94%
17.54%
Beta – 1 Year
1.05
0.86
Beta – 3 Years
0.94
0.99
Sharpe Ratio – 1 Year
0.85
-0.52
Sharpe Ratio – 3 Years
0.80
0.69
Worst Rolling Year
15.50%
3.91%
Value at Worst Rolling Year
₹1.16 Cr
₹1.04 Cr
Deepest Drawdown
−17.05%
−19.46%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 66% · M 23%
Number of Stocks
32
20
Portfolio P/E
39.10
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%