Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
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
0.47%
10.96%
6 Months
−2.07%
14.84%
1 Year
−0.17%
16.93%
3 Years
9.32%
—
5 Years
7.90%
—
Since Inception
11.39%
20.33%
Fund Age
7 yrs 6 mo
3 yrs
AUM
₹2.61 Cr
₹214.05 Cr
Alpha – 1 Year
0.18%
12.21%
Alpha – 3 Years
0.32%
—
Information Ratio – 3 Years
0.24
0.51
Volatility – 1 Year
16.91%
22.29%
Volatility – 3 Years
14.31%
21.03%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
1.01
0.97
Sharpe Ratio – 1 Year
-0.24
0.57
Sharpe Ratio – 3 Years
0.31
0.72
Worst Rolling Year
7.30%
18.92%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−17.23%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 90% · M 2% · S 8%
L 12% · M 21% · S 55%
Number of Stocks
26
25
Portfolio P/E
24.76
38.40
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
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 · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
—
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%