Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
6.10%
6 Months
23.45%
8.11%
1 Year
23.62%
−2.73%
3 Years
—
11.42%
5 Years
—
12.09%
Since Inception
12.60%
13.75%
Fund Age
1 yr 10 mo
5 yrs 5 mo
AUM
₹187.26 Cr
₹205.48 Cr
Alpha – 1 Year
18.90%
−5.71%
Alpha – 3 Years
—
−0.47%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
20.87%
23.93%
Volatility – 3 Years
—
22.69%
Beta – 1 Year
1.10
1.24
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
0.87
-0.23
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
11.05%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.33%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 28% · M 36% · S 34%
Number of Stocks
33
29
Portfolio P/E
73.30
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%