Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Phillip Capital - Signature India 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%
3.08%
6 Months
17.83%
14.24%
1 Year
22.60%
9.21%
3 Years
18.89%
8.31%
5 Years
16.73%
7.74%
Since Inception
18.63%
11.80%
Fund Age
5 yrs 2 mo
10 yrs 3 mo
AUM
₹146.97 Cr
₹251.07 Cr
Alpha – 1 Year
17.88%
4.51%
Alpha – 3 Years
6.80%
−2.91%
Information Ratio – 3 Years
0.75
-0.50
Volatility – 1 Year
20.18%
21.09%
Volatility – 3 Years
16.94%
15.86%
Beta – 1 Year
1.05
1.13
Beta – 3 Years
0.94
0.93
Sharpe Ratio – 1 Year
0.85
0.27
Sharpe Ratio – 3 Years
0.80
0.26
Worst Rolling Year
15.50%
-3.45%
Value at Worst Rolling Year
₹1.16 Cr
₹0.97 Cr
Deepest Drawdown
−17.05%
−19.63%
Recovery Period
199 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
20.61%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 30% · M 32% · S 34%
Number of Stocks
32
28
Portfolio P/E
39.10
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%