Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Marcellus -MeritorQ - PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
3.04%
6 Months
23.45%
5.19%
1 Year
23.62%
−0.45%
3 Years
—
11.72%
5 Years
—
—
Since Inception
12.60%
12.62%
Fund Age
1 yr 10 mo
3 yrs 8 mo
AUM
₹187.26 Cr
₹42.96 Cr
Alpha – 1 Year
18.90%
−3.43%
Alpha – 3 Years
—
−0.17%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
20.87%
16.93%
Volatility – 3 Years
—
15.20%
Beta – 1 Year
1.10
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.87
-0.27
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
11.64%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−15.33%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 29% · S 56%
L 39% · M 39% · S 22%
Number of Stocks
33
—
Portfolio P/E
73.30
—
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 · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%