Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
17.83%
7.38%
1 Year
22.60%
6.08%
3 Years
18.89%
8.22%
5 Years
16.73%
7.99%
Since Inception
18.63%
12.63%
Fund Age
5 yrs 2 mo
9 yrs 9 mo
AUM
₹146.97 Cr
₹145.75 Cr
Alpha – 1 Year
17.88%
1.36%
Alpha – 3 Years
6.80%
−3.87%
Information Ratio – 3 Years
0.75
-0.60
Volatility – 1 Year
20.18%
20.08%
Volatility – 3 Years
16.94%
16.27%
Beta – 1 Year
1.05
1.12
Beta – 3 Years
0.94
1.00
Sharpe Ratio – 1 Year
0.85
0.13
Sharpe Ratio – 3 Years
0.80
0.24
Worst Rolling Year
15.50%
-1.76%
Value at Worst Rolling Year
₹1.16 Cr
₹0.98 Cr
Deepest Drawdown
−17.05%
−19.25%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
20.61%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 62% · M 20% · S 7%
Number of Stocks
32
25
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
—
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%