Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
17.83%
31.10%
1 Year
22.60%
52.47%
3 Years
18.89%
17.74%
5 Years
16.73%
16.38%
Since Inception
18.63%
15.58%
Fund Age
5 yrs 2 mo
16 yrs 9 mo
AUM
₹146.97 Cr
₹132.42 Cr
Alpha – 1 Year
17.88%
47.75%
Alpha – 3 Years
6.80%
5.65%
Information Ratio – 3 Years
0.75
0.46
Volatility – 1 Year
20.18%
26.74%
Volatility – 3 Years
16.94%
21.32%
Beta – 1 Year
1.05
1.30
Beta – 3 Years
0.94
0.97
Sharpe Ratio – 1 Year
0.85
1.52
Sharpe Ratio – 3 Years
0.80
0.68
Worst Rolling Year
15.50%
-15.93%
Value at Worst Rolling Year
₹1.16 Cr
₹0.84 Cr
Deepest Drawdown
−17.05%
−20.79%
Recovery Period
199 days
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
20.61%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 20% · M 19% · S 58%
M 9% · S 83%
Number of Stocks
32
26
Portfolio P/E
39.10
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%