Portfolio Management Services (PMS)Compare Schemes
Aditya Birla Sun Life (ABSL) - SSP vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Aditya Birla Sun Life (ABSL) - SSP
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.79%
10.96%
6 Months
10.53%
14.84%
1 Year
15.92%
16.93%
3 Years
22.93%
—
5 Years
18.33%
—
Since Inception
17.15%
20.33%
Fund Age
16 yrs 10 mo
3 yrs
AUM
₹767.31 Cr
₹214.05 Cr
Alpha – 1 Year
11.20%
12.21%
Alpha – 3 Years
10.84%
—
Information Ratio – 3 Years
1.21
0.51
Volatility – 1 Year
20.11%
22.29%
Volatility – 3 Years
18.00%
21.03%
Beta – 1 Year
1.06
0.97
Beta – 3 Years
1.03
0.97
Sharpe Ratio – 1 Year
0.57
0.57
Sharpe Ratio – 3 Years
0.95
0.72
Worst Rolling Year
-14.86%
18.92%
Value at Worst Rolling Year
₹0.85 Cr
₹1.19 Cr
Deepest Drawdown
−20.27%
−27.91%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
82.37%
100.00%
Median Rolling Year
23.49%
19.26%
5-Year Rolling Windows Positive
97.90%
—
Market-Cap Mix
L 23% · M 38% · S 34%
L 12% · M 21% · S 55%
Number of Stocks
41
25
Portfolio P/E
36.67
38.40
Top 5 Holdings
BSE Ltd · 9.00%
Federal Bank Ltd · 5.53%
Lumax Industries Ltd · 5.48%
Persistent Systems Ltd · 5.29%
Cash & Cash Equivalent · 4.72%
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 · 23.82%
Capital Goods · 17.42%
Automobile and Auto Components · 11.87%
—
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%