Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
7.67%
6 Months
17.83%
27.70%
1 Year
22.60%
47.52%
3 Years
18.89%
23.98%
5 Years
16.73%
15.87%
Since Inception
18.63%
18.55%
Fund Age
5 yrs 2 mo
16 yrs 2 mo
AUM
₹146.97 Cr
₹1,022.92 Cr
Alpha – 1 Year
17.88%
42.80%
Alpha – 3 Years
6.80%
11.89%
Information Ratio – 3 Years
0.75
1.12
Volatility – 1 Year
20.18%
28.29%
Volatility – 3 Years
16.94%
20.76%
Beta – 1 Year
1.05
1.36
Beta – 3 Years
0.94
1.07
Sharpe Ratio – 1 Year
0.85
1.33
Sharpe Ratio – 3 Years
0.80
0.99
Worst Rolling Year
15.50%
-4.58%
Value at Worst Rolling Year
₹1.16 Cr
₹0.95 Cr
Deepest Drawdown
−17.05%
−19.51%
Recovery Period
199 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
20.61%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 22% · M 32% · S 42%
Number of Stocks
32
26
Portfolio P/E
39.10
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%