Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Solidarity Advisors - Prudence
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%
8.45%
6 Months
17.83%
29.49%
1 Year
22.60%
37.09%
3 Years
18.89%
18.49%
5 Years
16.73%
12.39%
Since Inception
18.63%
18.64%
Fund Age
5 yrs 2 mo
10 yrs 3 mo
AUM
₹146.97 Cr
₹1,760.35 Cr
Alpha – 1 Year
17.88%
32.37%
Alpha – 3 Years
6.80%
6.40%
Information Ratio – 3 Years
0.75
0.52
Volatility – 1 Year
20.18%
25.02%
Volatility – 3 Years
16.94%
18.27%
Beta – 1 Year
1.05
1.22
Beta – 3 Years
0.94
0.89
Sharpe Ratio – 1 Year
0.85
1.18
Sharpe Ratio – 3 Years
0.80
0.74
Worst Rolling Year
15.50%
-0.28%
Value at Worst Rolling Year
₹1.16 Cr
₹1.00 Cr
Deepest Drawdown
−17.05%
−13.15%
Recovery Period
199 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
20.61%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 11% · S 71%
Number of Stocks
32
13
Portfolio P/E
39.10
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%