Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.63%
−3.33%
6 Months
23.45%
24.60%
1 Year
23.62%
7.56%
3 Years
—
20.98%
5 Years
—
—
Since Inception
12.60%
24.10%
Fund Age
1 yr 10 mo
4 yrs 4 mo
AUM
₹187.26 Cr
₹3.89 Cr
Alpha – 1 Year
18.90%
4.58%
Alpha – 3 Years
—
9.08%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
20.87%
32.74%
Volatility – 3 Years
—
27.24%
Beta – 1 Year
1.10
1.49
Beta – 3 Years
—
1.30
Sharpe Ratio – 1 Year
0.87
0.20
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
17.91%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−15.33%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 29% · S 56%
—
Number of Stocks
33
27
Portfolio P/E
73.30
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%