Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
10.96%
6 Months
3.88%
14.84%
1 Year
−7.98%
16.93%
3 Years
11.06%
—
5 Years
10.06%
—
Since Inception
11.56%
20.33%
Fund Age
5 yrs 3 mo
3 yrs
AUM
₹106.37 Cr
₹214.05 Cr
Alpha – 1 Year
−10.96%
12.21%
Alpha – 3 Years
−0.82%
—
Information Ratio – 3 Years
0.00
0.51
Volatility – 1 Year
16.00%
22.29%
Volatility – 3 Years
17.59%
21.03%
Beta – 1 Year
0.79
0.97
Beta – 3 Years
0.97
0.97
Sharpe Ratio – 1 Year
-0.78
0.57
Sharpe Ratio – 3 Years
0.42
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%