Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
PGIM India - Phoenix 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%
3.66%
6 Months
17.83%
18.51%
1 Year
22.60%
2.32%
3 Years
18.89%
8.56%
5 Years
16.73%
13.23%
Since Inception
18.63%
12.52%
Fund Age
5 yrs 2 mo
10 yrs
AUM
₹146.97 Cr
₹60.22 Cr
Alpha – 1 Year
17.88%
2.67%
Alpha – 3 Years
6.80%
−0.44%
Information Ratio – 3 Years
0.75
-0.03
Volatility – 1 Year
20.18%
27.56%
Volatility – 3 Years
16.94%
21.93%
Beta – 1 Year
1.05
1.33
Beta – 3 Years
0.94
1.17
Sharpe Ratio – 1 Year
0.85
0.01
Sharpe Ratio – 3 Years
0.80
0.24
Worst Rolling Year
15.50%
-13.90%
Value at Worst Rolling Year
₹1.16 Cr
₹0.86 Cr
Deepest Drawdown
−17.05%
−31.68%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
20.61%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
M 3% · S 93%
Number of Stocks
32
26
Portfolio P/E
39.10
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%