Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs ICICI Prudential - Large Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
ICICI Prudential - Large Cap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
2.16%
6 Months
23.45%
3.15%
1 Year
23.62%
11.06%
3 Years
—
18.79%
5 Years
—
15.00%
Since Inception
12.60%
16.01%
Fund Age
1 yr 10 mo
17 yrs 5 mo
AUM
₹187.26 Cr
₹905.13 Cr
Alpha – 1 Year
18.90%
11.41%
Alpha – 3 Years
—
9.79%
Information Ratio – 3 Years
—
1.56
Volatility – 1 Year
20.87%
18.35%
Volatility – 3 Years
—
16.43%
Beta – 1 Year
1.10
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.87
0.38
Sharpe Ratio – 3 Years
—
0.82
Worst Rolling Year
—
-6.60%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−15.33%
−20.17%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
98.49%
Median Rolling Year
—
16.07%
5-Year Rolling Windows Positive
—
99.33%
Market-Cap Mix
L 9% · M 29% · S 56%
L 91% · M 6% · S 0%
Number of Stocks
33
28
Portfolio P/E
73.30
29.62
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%
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
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%