Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
White Oak India Select Equity Portfolio
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%
4.84%
6 Months
17.83%
7.61%
1 Year
22.60%
−0.76%
3 Years
18.89%
11.28%
5 Years
16.73%
9.58%
Since Inception
18.63%
11.67%
Fund Age
5 yrs 2 mo
7 yrs 11 mo
AUM
₹146.97 Cr
₹12.5 Cr
Alpha – 1 Year
17.88%
−3.74%
Alpha – 3 Years
6.80%
−0.61%
Information Ratio – 3 Years
0.75
-0.06
Volatility – 1 Year
20.18%
20.02%
Volatility – 3 Years
16.94%
16.21%
Beta – 1 Year
1.05
1.05
Beta – 3 Years
0.94
0.91
Sharpe Ratio – 1 Year
0.85
-0.22
Sharpe Ratio – 3 Years
0.80
0.41
Worst Rolling Year
15.50%
8.66%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−17.05%
−24.66%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 19% · S 58%
L 36% · M 30% · S 35%
Number of Stocks
32
15
Portfolio P/E
39.10
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%