Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
SageOne - Smallcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
0.91%
6 Months
23.45%
22.17%
1 Year
23.62%
13.49%
3 Years
—
12.21%
5 Years
—
11.23%
Since Inception
12.60%
22.14%
Fund Age
1 yr 10 mo
7 yrs 4 mo
AUM
₹187.26 Cr
₹1,280.4 Cr
Alpha – 1 Year
18.90%
8.77%
Alpha – 3 Years
—
0.12%
Information Ratio – 3 Years
—
0.01
Volatility – 1 Year
20.87%
24.60%
Volatility – 3 Years
—
22.41%
Beta – 1 Year
1.10
1.20
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.87
0.41
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
4.49%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
−15.33%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.05%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
S 100%
Number of Stocks
33
18
Portfolio P/E
73.30
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
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%