Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Nippon - High Conviction Equity - HCEP
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.63%
3.27%
6 Months
23.45%
6.66%
1 Year
23.62%
7.95%
3 Years
—
14.01%
5 Years
—
12.40%
Since Inception
12.60%
16.07%
Fund Age
1 yr 10 mo
12 yrs 5 mo
AUM
₹187.26 Cr
₹27.98 Cr
Alpha – 1 Year
18.90%
3.23%
Alpha – 3 Years
—
1.92%
Information Ratio – 3 Years
—
0.55
Volatility – 1 Year
20.87%
16.42%
Volatility – 3 Years
—
14.36%
Beta – 1 Year
1.10
0.92
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.87
0.15
Sharpe Ratio – 3 Years
—
0.63
Worst Rolling Year
—
-4.39%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−15.33%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
—
97.43%
Median Rolling Year
—
15.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 25% · M 6% · S 37%
Number of Stocks
33
30
Portfolio P/E
73.30
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%