Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Wright Factor Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.69%
10.96%
6 Months
5.44%
14.84%
1 Year
8.55%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
13.60%
20.33%
Fund Age
2 yrs 9 mo
3 yrs
AUM
₹1.41 Cr
₹214.05 Cr
Alpha – 1 Year
3.83%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
17.87%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
1.03
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.27
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.69%
−27.91%
Recovery Period
Not yet recovered
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
14
25
Portfolio P/E
—
38.40
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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
1.10% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%