Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Invesco - Caterpillar
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Invesco - Caterpillar
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
5.09%
6 Months
23.45%
12.77%
1 Year
23.62%
18.71%
3 Years
—
16.31%
5 Years
—
16.50%
Since Inception
12.60%
12.31%
Fund Age
1 yr 10 mo
20 yrs 2 mo
AUM
₹187.26 Cr
₹81.03 Cr
Alpha – 1 Year
18.90%
13.99%
Alpha – 3 Years
—
4.22%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
20.87%
18.60%
Volatility – 3 Years
—
18.73%
Beta – 1 Year
1.10
0.98
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
0.87
0.73
Sharpe Ratio – 3 Years
—
0.63
Worst Rolling Year
—
-17.65%
Value at Worst Rolling Year
—
₹0.82 Cr
Deepest Drawdown
−15.33%
−25.73%
Recovery Period
Not yet recovered
498 days
1-Year Rolling Windows Positive
—
76.16%
Median Rolling Year
—
14.50%
5-Year Rolling Windows Positive
—
86.34%
Market-Cap Mix
L 9% · M 29% · S 56%
L 18% · M 28% · S 49%
Number of Stocks
33
23
Portfolio P/E
73.30
43.00
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%
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—