Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Right Horizons - All Seasons
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
5.63%
1.32%
6 Months
23.45%
3.83%
1 Year
23.62%
9.77%
3 Years
—
13.19%
5 Years
—
12.01%
Since Inception
12.60%
14.38%
Fund Age
1 yr 10 mo
6 yrs 8 mo
AUM
₹187.26 Cr
₹42.66 Cr
Alpha – 1 Year
18.90%
3.80%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
20.87%
15.84%
Volatility – 3 Years
—
12.64%
Beta – 1 Year
1.10
1.56
Beta – 3 Years
—
1.48
Sharpe Ratio – 1 Year
0.87
0.32
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
9.09%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.33%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 37% · M 21% · S 27%
Number of Stocks
33
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 1% / 0%