Portfolio Management Services (PMS)Compare Schemes
Sincere - Metamorphosis Fund vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Sincere - Metamorphosis Fund
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.54%
10.96%
6 Months
15.73%
14.84%
1 Year
16.44%
16.93%
3 Years
11.28%
—
5 Years
—
—
Since Inception
12.80%
20.33%
Fund Age
3 yrs 3 mo
3 yrs
AUM
₹337.26 Cr
₹214.05 Cr
Alpha – 1 Year
11.72%
12.21%
Alpha – 3 Years
−0.81%
—
Information Ratio – 3 Years
-0.07
0.51
Volatility – 1 Year
22.40%
22.29%
Volatility – 3 Years
20.08%
21.03%
Beta – 1 Year
1.19
0.97
Beta – 3 Years
1.11
0.97
Sharpe Ratio – 1 Year
0.55
0.57
Sharpe Ratio – 3 Years
0.37
0.72
Worst Rolling Year
9.11%
18.92%
Value at Worst Rolling Year
₹1.09 Cr
₹1.19 Cr
Deepest Drawdown
−28.19%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
10.48%
19.26%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
Top 5 Holdings
—
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
—
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%