Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
MoneyGrow Asset--Bespoke
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
4.54%
6 Months
23.45%
22.22%
1 Year
23.62%
18.30%
3 Years
—
15.67%
5 Years
—
—
Since Inception
12.60%
20.11%
Fund Age
1 yr 10 mo
3 yrs 4 mo
AUM
₹187.26 Cr
₹135.39 Cr
Alpha – 1 Year
18.90%
11.45%
Alpha – 3 Years
—
4.63%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.87%
34.13%
Volatility – 3 Years
—
22.86%
Beta – 1 Year
1.10
2.68
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.87
0.49
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
12.96%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.33%
−27.31%
Recovery Period
Not yet recovered
77 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.16%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 29% · S 56%
—
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%
—
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%
3% / 2% / 1%