Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Merisis Catalyst Series 1
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.63%
−2.20%
6 Months
23.45%
9.62%
1 Year
23.62%
—
3 Years
—
—
5 Years
—
—
Since Inception
12.60%
3.28%
Fund Age
1 yr 10 mo
9 mo
AUM
₹187.26 Cr
₹0.81 Cr
Alpha – 1 Year
18.90%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.87%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.87
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.33%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 29% · S 56%
S 79%
Number of Stocks
33
8
Portfolio P/E
73.30
32.20
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%
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Fixed Fee
2.25% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%