Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
ORO-Alpha Value
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%
0.44%
6 Months
17.83%
5.47%
1 Year
22.60%
6.35%
3 Years
18.89%
—
5 Years
16.73%
—
Since Inception
18.63%
6.04%
Fund Age
5 yrs 2 mo
3 yrs 8 mo
AUM
₹146.97 Cr
₹1.28 Cr
Alpha – 1 Year
17.88%
3.37%
Alpha – 3 Years
6.80%
—
Information Ratio – 3 Years
0.75
—
Volatility – 1 Year
20.18%
17.26%
Volatility – 3 Years
16.94%
15.80%
Beta – 1 Year
1.05
0.95
Beta – 3 Years
0.94
—
Sharpe Ratio – 1 Year
0.85
0.12
Sharpe Ratio – 3 Years
0.80
0.10
Worst Rolling Year
15.50%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−17.05%
−17.83%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.61%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 19% · S 58%
L 42% · M 17% · S 27%
Number of Stocks
32
24
Portfolio P/E
39.10
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%