Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Motilal Oswal - Ethical
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
1.53%
6 Months
23.45%
18.13%
1 Year
23.62%
13.15%
3 Years
—
14.12%
5 Years
—
11.96%
Since Inception
12.60%
13.25%
Fund Age
1 yr 10 mo
5 yrs 1 mo
AUM
₹187.26 Cr
₹77.09 Cr
Alpha – 1 Year
18.90%
10.17%
Alpha – 3 Years
—
2.24%
Information Ratio – 3 Years
—
0.36
Volatility – 1 Year
20.87%
23.76%
Volatility – 3 Years
—
19.81%
Beta – 1 Year
1.10
1.23
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.87
0.40
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−15.33%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 28% · M 28% · S 44%
Number of Stocks
33
20
Portfolio P/E
73.30
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%