Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Prabhudas-Aqua Strategy
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Prabhudas-Aqua Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.63%
−0.63%
6 Months
23.45%
8.65%
1 Year
23.62%
10.66%
3 Years
—
—
5 Years
—
—
Since Inception
12.60%
22.10%
Fund Age
1 yr 10 mo
2 yrs 7 mo
AUM
₹187.26 Cr
₹374.18 Cr
Alpha – 1 Year
18.90%
2.92%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.87%
10.32%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
0.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.87
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.33%
−8.56%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 29% · S 56%
L 49% · M 41% · S 9%
Number of Stocks
33
37
Portfolio P/E
73.30
19.24
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%
National Aluminium Company Ltd · 4.36%
Vedanta Ltd · 3.83%
BSE Ltd · 3.78%
Oil & Natural Gas Corpn Ltd · 3.58%
Hindalco Industries Ltd · 3.52%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Financial Services · 22.51%
Metals & Mining · 21.08%
Oil, Gas & Consumable Fuels · 8.89%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%