Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.63%
3.29%
6 Months
23.45%
14.68%
1 Year
23.62%
11.65%
3 Years
—
7.09%
5 Years
—
8.41%
Since Inception
12.60%
10.45%
Fund Age
1 yr 10 mo
10 yrs 5 mo
AUM
₹187.26 Cr
₹24.48 Cr
Alpha – 1 Year
18.90%
12.00%
Alpha – 3 Years
—
−1.90%
Information Ratio – 3 Years
—
-0.12
Volatility – 1 Year
20.87%
20.48%
Volatility – 3 Years
—
16.32%
Beta – 1 Year
1.10
1.11
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.87
0.36
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
-5.06%
Value at Worst Rolling Year
—
₹0.95 Cr
Deepest Drawdown
−15.33%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
92.00%
Median Rolling Year
—
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 9% · M 29% · S 56%
L 41% · M 5% · S 35%
Number of Stocks
33
31
Portfolio P/E
73.30
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –