Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.36%
3.26%
6 Months
17.83%
4.03%
1 Year
22.60%
0.70%
3 Years
18.89%
10.01%
5 Years
16.73%
8.40%
Since Inception
18.63%
14.84%
Fund Age
5 yrs 2 mo
7 yrs 10 mo
AUM
₹146.97 Cr
₹2,937.84 Cr
Alpha – 1 Year
17.88%
−2.28%
Alpha – 3 Years
6.80%
−1.88%
Information Ratio – 3 Years
0.75
-0.37
Volatility – 1 Year
20.18%
17.90%
Volatility – 3 Years
16.94%
14.65%
Beta – 1 Year
1.05
1.00
Beta – 3 Years
0.94
0.93
Sharpe Ratio – 1 Year
0.85
-0.18
Sharpe Ratio – 3 Years
0.80
0.35
Worst Rolling Year
15.50%
7.25%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−17.05%
−18.24%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 58% · M 15% · S 26%
Number of Stocks
32
71
Portfolio P/E
39.10
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%