PMS · Equity · Flexi Cap
Ckredence-Business Cycle Fund
Fund size₹198 Cr
IRRSince inception17.76%
1Y return17.43%
Fund age2 yrs 9 mo
Fund Manager
Growth of₹Cr
Ckredence Business Cycle
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Ckredence Business Cycle | 13.56% | 17.43% | 8.49% | — | — | 17.76% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | — | — | 9.19% |
| Excess over benchmark | 20.56% | 17.78% | 9.68% | — | — | 8.57% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
20.32%
Benchmark approx 14.60%
A standard deviation reflecting historical swings.
Sensitivity
1.06
Beta vs benchmark 1.00 · 6% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.63
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −15.36%, and recovered on 06 May 2026.
Max drawdowns
−15.36%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −15.36% | – | 06 May 2026 | – |
| Benchmark | 01 Sep 2025 | 30 Mar 2026 | −15.08% | 210 days | – | – |
Scheme
Peak–
Trough–
Depth−15.36%
Fell over–
Recovered06 May 2026
Recovery took–
Benchmark
Peak01 Sep 2025
Trough30 Mar 2026
Depth−15.08%
Fell over210 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
35
P/E ratio
35.70
P/B ratio
8.70
Asset class
Equity
Market cap
Large cap17.65%
Mid cap24.42%
Small cap50.85%
Cash & others7.08%
As on 31 Aug 2026
Fees
VariablePlan A · Shared upsideFixed Management Fee0.75% / yr
Performance Fee20% of profit
Hurdle RateAbove 8%
No exit load. Lock-in: Nil.
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