Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Green Portfolio - Special
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.63%
2.75%
6 Months
23.45%
26.95%
1 Year
23.62%
13.12%
3 Years
—
17.80%
5 Years
—
15.04%
Since Inception
12.60%
22.70%
Fund Age
1 yr 10 mo
8 yrs
AUM
₹187.26 Cr
₹357.26 Cr
Alpha – 1 Year
18.90%
10.14%
Alpha – 3 Years
—
5.90%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
20.87%
32.38%
Volatility – 3 Years
—
25.45%
Beta – 1 Year
1.10
1.68
Beta – 3 Years
—
1.37
Sharpe Ratio – 1 Year
0.87
0.36
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
11.19%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.33%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 7% · M 19% · S 59%
Number of Stocks
33
42
Portfolio P/E
73.30
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
—
Fixed Fee
2.25% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%