Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
ORO - All Weather Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
−0.19%
6 Months
23.45%
−0.42%
1 Year
23.62%
−4.58%
3 Years
—
16.32%
5 Years
—
13.17%
Since Inception
12.60%
13.94%
Fund Age
1 yr 10 mo
6 yrs 6 mo
AUM
₹187.26 Cr
₹13.16 Cr
Alpha – 1 Year
18.90%
−7.56%
Alpha – 3 Years
—
4.42%
Information Ratio – 3 Years
—
0.49
Volatility – 1 Year
20.87%
16.90%
Volatility – 3 Years
—
17.54%
Beta – 1 Year
1.10
0.86
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.87
-0.52
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
3.91%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−15.33%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 66% · M 23%
Number of Stocks
33
20
Portfolio P/E
73.30
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%