Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
QED Capital - Alphabets
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
4.25%
6 Months
23.45%
7.44%
1 Year
23.62%
14.27%
3 Years
—
13.32%
5 Years
—
10.94%
Since Inception
12.60%
15.43%
Fund Age
1 yr 10 mo
5 yrs 4 mo
AUM
₹187.26 Cr
₹21.45 Cr
Alpha – 1 Year
18.90%
9.55%
Alpha – 3 Years
—
1.23%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
20.87%
12.68%
Volatility – 3 Years
—
17.36%
Beta – 1 Year
1.10
0.58
Beta – 3 Years
—
0.73
Sharpe Ratio – 1 Year
0.87
0.70
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.33%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 7% · M 28% · S 62%
Number of Stocks
33
—
Portfolio P/E
73.30
—
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 · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%