Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.36%
2.21%
6 Months
17.83%
21.04%
1 Year
22.60%
21.34%
3 Years
18.89%
19.08%
5 Years
16.73%
23.67%
Since Inception
18.63%
—
Fund Age
5 yrs 2 mo
6 yrs 4 mo
AUM
₹146.97 Cr
₹364.08 Cr
Alpha – 1 Year
17.88%
21.69%
Alpha – 3 Years
6.80%
10.08%
Information Ratio – 3 Years
0.75
0.52
Volatility – 1 Year
20.18%
32.28%
Volatility – 3 Years
16.94%
28.08%
Beta – 1 Year
1.05
1.47
Beta – 3 Years
0.94
1.60
Sharpe Ratio – 1 Year
0.85
0.58
Sharpe Ratio – 3 Years
0.80
0.57
Worst Rolling Year
15.50%
15.61%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−17.05%
−31.98%
Recovery Period
199 days
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
—
Fixed Fee
2.25% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%