Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
2.31%
6 Months
17.83%
2.53%
1 Year
22.60%
6.47%
3 Years
18.89%
7.48%
5 Years
16.73%
—
Since Inception
18.63%
8.12%
Fund Age
5 yrs 2 mo
3 yrs 3 mo
AUM
₹146.97 Cr
₹32.76 Cr
Alpha – 1 Year
17.88%
−0.39%
Alpha – 3 Years
6.80%
−3.56%
Information Ratio – 3 Years
0.75
-0.35
Volatility – 1 Year
20.18%
5.60%
Volatility – 3 Years
16.94%
5.15%
Beta – 1 Year
1.05
0.43
Beta – 3 Years
0.94
0.49
Sharpe Ratio – 1 Year
0.85
0.22
Sharpe Ratio – 3 Years
0.80
0.41
Worst Rolling Year
15.50%
6.82%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−17.05%
−8.35%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
7.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 19% · S 58%
—
Number of Stocks
32
—
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%
—
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
—
Fixed Fee
2.25% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%