Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
1.32%
6 Months
17.83%
3.83%
1 Year
22.60%
9.77%
3 Years
18.89%
13.19%
5 Years
16.73%
12.01%
Since Inception
18.63%
14.38%
Fund Age
5 yrs 2 mo
6 yrs 8 mo
AUM
₹146.97 Cr
₹42.66 Cr
Alpha – 1 Year
17.88%
3.80%
Alpha – 3 Years
6.80%
2.30%
Information Ratio – 3 Years
0.75
0.23
Volatility – 1 Year
20.18%
15.84%
Volatility – 3 Years
16.94%
12.64%
Beta – 1 Year
1.05
1.56
Beta – 3 Years
0.94
1.48
Sharpe Ratio – 1 Year
0.85
0.32
Sharpe Ratio – 3 Years
0.80
0.70
Worst Rolling Year
15.50%
9.09%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−17.05%
−15.18%
Recovery Period
199 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 37% · M 21% · S 27%
Number of Stocks
32
16
Portfolio P/E
39.10
—
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%