Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Right Horizons - Alliance
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%
1.80%
6 Months
17.83%
2.80%
1 Year
22.60%
4.89%
3 Years
18.89%
12.23%
5 Years
16.73%
10.64%
Since Inception
18.63%
8.93%
Fund Age
5 yrs 2 mo
12 yrs
AUM
₹146.97 Cr
₹134.76 Cr
Alpha – 1 Year
17.88%
−1.08%
Alpha – 3 Years
6.80%
1.34%
Information Ratio – 3 Years
0.75
0.07
Volatility – 1 Year
20.18%
10.79%
Volatility – 3 Years
16.94%
9.62%
Beta – 1 Year
1.05
1.04
Beta – 3 Years
0.94
1.10
Sharpe Ratio – 1 Year
0.85
-0.01
Sharpe Ratio – 3 Years
0.80
0.69
Worst Rolling Year
15.50%
0.05%
Value at Worst Rolling Year
₹1.16 Cr
₹1.00 Cr
Deepest Drawdown
−17.05%
−11.50%
Recovery Period
199 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
20.61%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 50% · M 11% · S 8%
Number of Stocks
32
33
Portfolio P/E
39.10
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.25% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –