Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
3.44%
6 Months
17.83%
14.84%
1 Year
22.60%
−4.03%
3 Years
18.89%
5.65%
5 Years
16.73%
—
Since Inception
18.63%
11.22%
Fund Age
5 yrs 2 mo
3 yrs 7 mo
AUM
₹146.97 Cr
₹83.14 Cr
Alpha – 1 Year
17.88%
−3.68%
Alpha – 3 Years
6.80%
−3.35%
Information Ratio – 3 Years
0.75
-0.26
Volatility – 1 Year
20.18%
22.60%
Volatility – 3 Years
16.94%
18.97%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.94
1.04
Sharpe Ratio – 1 Year
0.85
-0.31
Sharpe Ratio – 3 Years
0.80
0.11
Worst Rolling Year
15.50%
4.98%
Value at Worst Rolling Year
₹1.16 Cr
₹1.05 Cr
Deepest Drawdown
−17.05%
−33.20%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 19% · S 58%
L 9% · M 28% · S 60%
Number of Stocks
32
27
Portfolio P/E
39.10
28.70
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%
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%