The investment objective of Ckredence Diversified PMS is that it intends to invest in baskets of stocks with no undue concentration in any stock or sector. The process of diversification may help control risk in the portfolio. The Portfolio manager aims to generate long-term capital appreciation and superior returns by investing across market capitalizations.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -14.26% | 0.72 | 14.83% | 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 Diversified | 1.38% | 0.42% | 9.95% | 23.17% | 28.36% | 22.26% | 22.61% | ||
| BSE 500 TRI | 0.10% | -4.40% | 7.90% | 27.00% | 20.00% | 16.80% | 19.60% | 14.00% | 17.40% |
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 Diversified | Multi Cap | Kartik Mehta | 21 June 2021 | 3Y 5M | BSE 500 TRI | 22.61% | 27 | 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% | -6.79% | 61.9% | 5.93% | 0.70 | 14.83% | 1.96 | 8.76% | 0.91 | 64.29 % |
| Nifty 500 | 6.77% | -9.02% | -2.25% | 0.80 | 5.35% | 0.64 | 54.76 % | |||
| Nifty Midcap 100 | -3.03% | -8.51% | -11.54% | 0.73 | -3.27% | -0.37 | 50.00 % | |||
| Nifty Smallcap 100 | -4.63% | -9.63% | -14.26% | 0.72 | -0.27% | -0.02 | 42.86 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Nippon India Etf Nifty Bank Bees | 10.86 |
| Laurus Labs Ltd | 7.54 |
| Icici Bank Ltd. | 3.60 |
| Jubilant Pharmova Ltd | 3.37 |
| Sharda Motor Industries Ltd | 3.33 |
Sector Allocation
| Holding | % |
|---|---|
| Healthcare | 22.27 |
| Financial Services | 17.18 |
| Consumer Discretionary | 14.20 |
| Commodities | 7.97 |
| Information Technology | 4.81 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 15.44 |
| Mid Cap | 5.67 |
| Small Cap | 42.16 |
| Cash | 25.87 |
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.
