Portfolio Management Services (PMS)Compare Schemes
InCred Capital - Multicap PMS vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
InCred Capital - Multicap PMS
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.10%
10.96%
6 Months
8.11%
14.84%
1 Year
−2.73%
16.93%
3 Years
11.42%
—
5 Years
12.09%
—
Since Inception
13.75%
20.33%
Fund Age
5 yrs 5 mo
3 yrs
AUM
₹205.48 Cr
₹214.05 Cr
Alpha – 1 Year
−5.71%
12.21%
Alpha – 3 Years
−0.47%
—
Information Ratio – 3 Years
-0.07
0.51
Volatility – 1 Year
23.93%
22.29%
Volatility – 3 Years
22.69%
21.03%
Beta – 1 Year
1.24
0.97
Beta – 3 Years
1.17
0.97
Sharpe Ratio – 1 Year
-0.23
0.57
Sharpe Ratio – 3 Years
0.35
0.72
Worst Rolling Year
11.05%
18.92%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−29.75%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.79%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 28% · M 36% · S 34%
L 12% · M 21% · S 55%
Number of Stocks
29
25
Portfolio P/E
46.19
38.40
Top 5 Holdings
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
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
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%