Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Ksema - Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
1.08%
6 Months
23.45%
1.74%
1 Year
23.62%
10.49%
3 Years
—
12.80%
5 Years
—
12.91%
Since Inception
12.60%
15.37%
Fund Age
1 yr 10 mo
7 yrs 7 mo
AUM
₹187.26 Cr
₹15.96 Cr
Alpha – 1 Year
18.90%
10.84%
Alpha – 3 Years
—
3.80%
Information Ratio – 3 Years
—
0.47
Volatility – 1 Year
20.87%
19.22%
Volatility – 3 Years
—
17.53%
Beta – 1 Year
1.10
1.18
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.87
0.34
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.46%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−15.33%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 64% · M 15% · S 21%
Number of Stocks
33
38
Portfolio P/E
73.30
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%