Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Envision Capital - India Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
3.39%
6 Months
23.45%
19.31%
1 Year
23.62%
11.21%
3 Years
—
13.34%
5 Years
—
15.02%
Since Inception
12.60%
17.08%
Fund Age
1 yr 10 mo
5 yrs 4 mo
AUM
₹187.26 Cr
₹135.65 Cr
Alpha – 1 Year
18.90%
6.49%
Alpha – 3 Years
—
1.25%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
20.87%
20.71%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.10
1.05
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.87
0.35
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
12.49%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−15.33%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 18% · M 24% · S 55%
Number of Stocks
33
—
Portfolio P/E
73.30
—
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
—
Fixed Fee
2.25% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%