Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Stallion Asset - Core Fund
Return for the risk
3 yrs return
25%
30%
35%
40%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
3.93%
6 Months
23.45%
25.32%
1 Year
23.62%
18.21%
3 Years
—
32.70%
5 Years
—
23.63%
Since Inception
12.60%
28.38%
Fund Age
1 yr 10 mo
7 yrs 10 mo
AUM
₹187.26 Cr
₹8,686.39 Cr
Alpha – 1 Year
18.90%
13.49%
Alpha – 3 Years
—
20.61%
Information Ratio – 3 Years
—
1.92
Volatility – 1 Year
20.87%
22.97%
Volatility – 3 Years
—
19.40%
Beta – 1 Year
1.10
1.12
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.87
0.61
Sharpe Ratio – 3 Years
—
1.30
Worst Rolling Year
—
17.00%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−15.33%
−22.23%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 37% · M 30% · S 25%
Number of Stocks
33
43
Portfolio P/E
73.30
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%