Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
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
5.82%
10.96%
6 Months
7.57%
14.84%
1 Year
24.83%
16.93%
3 Years
11.31%
—
5 Years
11.03%
—
Since Inception
14.72%
20.33%
Fund Age
7 yrs 4 mo
3 yrs
AUM
₹2.98 Cr
₹214.05 Cr
Alpha – 1 Year
20.11%
12.21%
Alpha – 3 Years
−0.77%
—
Information Ratio – 3 Years
-0.21
0.51
Volatility – 1 Year
23.09%
22.29%
Volatility – 3 Years
22.29%
21.03%
Beta – 1 Year
1.17
0.97
Beta – 3 Years
1.15
0.97
Sharpe Ratio – 1 Year
0.85
0.57
Sharpe Ratio – 3 Years
0.40
0.72
Worst Rolling Year
5.08%
18.92%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−34.65%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.38%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 99%
L 12% · M 21% · S 55%
Number of Stocks
10
25
Portfolio P/E
24.78
38.40
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
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 · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
—
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%