Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Concept Investwell - Dynamic
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
5.38%
6 Months
23.45%
7.13%
1 Year
23.62%
11.04%
3 Years
—
7.66%
5 Years
—
8.70%
Since Inception
12.60%
14.13%
Fund Age
1 yr 10 mo
6 yrs 10 mo
AUM
₹187.26 Cr
₹3.45 Cr
Alpha – 1 Year
18.90%
8.06%
Alpha – 3 Years
—
−4.24%
Information Ratio – 3 Years
—
-0.53
Volatility – 1 Year
20.87%
15.44%
Volatility – 3 Years
—
15.96%
Beta – 1 Year
1.10
0.84
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.87
0.40
Sharpe Ratio – 3 Years
—
0.20
Worst Rolling Year
—
3.12%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−15.33%
−27.30%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 64% · M 36%
Number of Stocks
33
23
Portfolio P/E
73.30
34.11
Top 5 Holdings
Laurus Labs Ltd · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%