Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
ICICI Prudential - Contra Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
0.77%
6 Months
23.45%
0.72%
1 Year
23.62%
7.26%
3 Years
—
15.71%
5 Years
—
16.27%
Since Inception
12.60%
18.01%
Fund Age
1 yr 10 mo
7 yrs 11 mo
AUM
₹187.26 Cr
₹14,208.27 Cr
Alpha – 1 Year
18.90%
2.54%
Alpha – 3 Years
—
3.62%
Information Ratio – 3 Years
—
0.79
Volatility – 1 Year
20.87%
16.69%
Volatility – 3 Years
—
15.09%
Beta – 1 Year
1.10
0.95
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.87
0.18
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
12.54%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.33%
−18.56%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 68% · M 7% · S 24%
Number of Stocks
33
42
Portfolio P/E
73.30
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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%
1% / 0% / 0%