Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Tcg India Investment Opportunities Portfolio
Ckredence Wealth Management Pvt Ltd - ICE Growth
Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.63%
4.64%
6 Months
23.45%
20.32%
1 Year
23.62%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
12.60%
15.24%
Fund Age
1 yr 10 mo
1 yr 9 mo
AUM
₹187.26 Cr
₹3.17 Cr
Alpha – 1 Year
18.90%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
20.87%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
1.10
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.87
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.33%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 29% · S 56%
L 28% · M 19% · S 50%
Number of Stocks
33
36
Portfolio P/E
73.30
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –