The investment objective of Ckredence All Weather PMS is to generate long term capital appreciation and superior returns by investing across asset classes such as Indian equity, offshore mutual fund schemes/ETFs and gold ETFs with an objective of giving investors an enhanced diversification. The proposed portfolio normally invests in 25-35 Stocks.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -14.34% | 0.56 | 11.80% | 61.9% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Ckredence Wealth Management Pvt Ltd All Weather | 1.13% | 2.36% | 11.21% | 23.10% | 24.87% | 20.04% | 18.97% | ||
| BSE 500 TRI | 0.10% | -4.40% | 7.90% | 27.00% | 20.00% | 16.80% | 19.60% | 14.00% | 17.18% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Ckredence Wealth Management Pvt Ltd All Weather | Multi Cap | Kartik Mehta | 10 June 2021 | 3Y 6M | BSE 500 TRI | 18.97% | 28 | 5 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 12.72% | -6.87% | 61.9% | 5.85% | 0.60 | 11.80% | 2.45 | 5.25% | 0.61 | 47.62 % |
| Nifty 500 | 6.77% | -9.1% | -2.33% | 0.65 | 1.87% | 0.23 | 50.00 % | |||
| Nifty Midcap 100 | -3.03% | -8.59% | -11.62% | 0.59 | -6.67% | -0.68 | 38.10 % | |||
| Nifty Smallcap 100 | -4.63% | -9.71% | -14.34% | 0.56 | -3.69% | -0.28 | 40.48 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Nippon India Etf Nifty Bank Bees | 12.74 |
| Laurus Labs Ltd | 7.51 |
| Pidilite Industries Ltd. | 3.75 |
| Jubilant Pharmova Ltd | 3.44 |
| Solara Active Pharma Sciences Ltd | 3.04 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 24.51 |
| Financial Services | 16.92 |
| Consumer Discretionary | 9.40 |
| Information Technology | 6.42 |
| Commodities | 5.87 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 11.71 |
| Mid Cap | 4.56 |
| Small Cap | 44.60 |
| Cash | 25.29 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Oct 24.
