Portfolio Management Services (PMS)Compare Schemes
Accuracap - Alpha 10 vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Accuracap - Alpha 10
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.35%
10.96%
6 Months
5.61%
14.84%
1 Year
10.19%
16.93%
3 Years
9.70%
—
5 Years
7.80%
—
Since Inception
13.10%
20.33%
Fund Age
14 yrs 11 mo
3 yrs
AUM
₹88.88 Cr
₹214.05 Cr
Alpha – 1 Year
10.54%
12.21%
Alpha – 3 Years
0.70%
—
Information Ratio – 3 Years
0.00
0.51
Volatility – 1 Year
15.04%
22.29%
Volatility – 3 Years
14.30%
21.03%
Beta – 1 Year
0.87
0.97
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
0.37
0.57
Sharpe Ratio – 3 Years
0.35
0.72
Worst Rolling Year
4.17%
18.92%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−20.16%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.53%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 86% · M 13% · S 0%
L 12% · M 21% · S 55%
Number of Stocks
37
25
Portfolio P/E
—
38.40
Top 5 Holdings
Hitachi Energy India Ltd · 6.56%
TVS Motor Company Ltd · 6.27%
Apollo Hospitals Enterprise Ltd · 6.21%
Hindalco Industries Ltd · 5.96%
Polycab India Ltd · 5.90%
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 · 21.44%
Capital Goods · 19.39%
Automobile and Auto Components · 9.52%
—
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%