Portfolio Management Services (PMS)Compare Schemes
Ckredence-Diversified Fund vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Ckredence-Diversified Fund
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
17.83%
6.39%
1 Year
22.60%
0.37%
3 Years
18.89%
11.18%
5 Years
16.73%
—
Since Inception
18.63%
4.21%
Fund Age
5 yrs 2 mo
4 yrs 6 mo
AUM
₹146.97 Cr
₹59.82 Cr
Alpha – 1 Year
17.88%
−2.61%
Alpha – 3 Years
6.80%
−0.71%
Information Ratio – 3 Years
0.75
0.13
Volatility – 1 Year
20.18%
22.91%
Volatility – 3 Years
16.94%
17.96%
Beta – 1 Year
1.05
1.09
Beta – 3 Years
0.94
1.01
Sharpe Ratio – 1 Year
0.85
-0.11
Sharpe Ratio – 3 Years
0.80
0.38
Worst Rolling Year
15.50%
3.87%
Value at Worst Rolling Year
₹1.16 Cr
₹1.04 Cr
Deepest Drawdown
−17.05%
−25.26%
Recovery Period
199 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.61%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 20% · M 19% · S 58%
L 40% · M 26% · S 33%
Number of Stocks
32
35
Portfolio P/E
39.10
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%