Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
SageOne Large and Midcap 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%
2.20%
6 Months
17.83%
6.00%
1 Year
22.60%
4.90%
3 Years
18.89%
18.50%
5 Years
16.73%
—
Since Inception
18.63%
16.60%
Fund Age
5 yrs 2 mo
3 yrs
AUM
₹146.97 Cr
₹209.72 Cr
Alpha – 1 Year
17.88%
0.20%
Alpha – 3 Years
6.80%
6.40%
Information Ratio – 3 Years
0.75
1.16
Volatility – 1 Year
20.18%
19.79%
Volatility – 3 Years
16.94%
17.07%
Beta – 1 Year
1.05
1.06
Beta – 3 Years
0.94
1.05
Sharpe Ratio – 1 Year
0.85
0.07
Sharpe Ratio – 3 Years
0.80
0.81
Worst Rolling Year
15.50%
18.52%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−17.05%
−19.68%
Recovery Period
199 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 19% · S 58%
L 67% · M 33%
Number of Stocks
32
24
Portfolio P/E
39.10
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%