Portfolio Management Services (PMS)Compare Schemes
Ckredence Wealth Management Pvt Ltd - ICE Growth vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Ckredence Wealth Management Pvt Ltd - ICE Growth
Wright Factor Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.63%
10.96%
6 Months
23.45%
14.84%
1 Year
23.62%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
12.60%
20.33%
Fund Age
1 yr 10 mo
3 yrs
AUM
₹187.26 Cr
₹214.05 Cr
Alpha – 1 Year
18.90%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
20.87%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
1.10
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.87
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.33%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 29% · S 56%
L 12% · M 21% · S 55%
Number of Stocks
33
25
Portfolio P/E
73.30
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%