Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Motilal Oswal - Multifactor Equity PMS
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Motilal Oswal - Multifactor Equity PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
0.47%
6 Months
23.45%
0.32%
1 Year
23.62%
1.03%
3 Years
—
14.82%
5 Years
—
11.82%
Since Inception
12.60%
13.07%
Fund Age
1 yr 10 mo
5 yrs 2 mo
AUM
₹187.26 Cr
₹56.08 Cr
Alpha – 1 Year
18.90%
−1.95%
Alpha – 3 Years
—
2.94%
Information Ratio – 3 Years
—
0.18
Volatility – 1 Year
20.87%
13.89%
Volatility – 3 Years
—
18.35%
Beta – 1 Year
1.10
0.75
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.87
-0.25
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
12.65%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.33%
−26.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.77%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 38% · M 29% · S 24%
Number of Stocks
33
37
Portfolio P/E
73.30
29.42
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%
Cash & Cash Equivalent · 8.72%
Torrent Pharmaceuticals Ltd · 5.70%
Ajanta Pharma Ltd · 5.43%
TVS Motor Company Ltd · 4.72%
National Aluminium Company Ltd · 4.60%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Healthcare · 22.25%
Financial Services · 16.70%
Automobile and Auto Components · 16.06%
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%