Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
10.96%
6 Months
21.51%
14.84%
1 Year
15.87%
16.93%
3 Years
14.38%
—
5 Years
17.96%
—
Since Inception
16.82%
20.33%
Fund Age
8 yrs 9 mo
3 yrs
AUM
₹1,503.25 Cr
₹214.05 Cr
Alpha – 1 Year
11.15%
12.21%
Alpha – 3 Years
2.29%
—
Information Ratio – 3 Years
0.39
0.51
Volatility – 1 Year
27.51%
22.29%
Volatility – 3 Years
22.70%
21.03%
Beta – 1 Year
1.48
0.97
Beta – 3 Years
1.25
0.97
Sharpe Ratio – 1 Year
0.47
0.57
Sharpe Ratio – 3 Years
0.50
0.72
Worst Rolling Year
1.64%
18.92%
Value at Worst Rolling Year
₹1.02 Cr
₹1.19 Cr
Deepest Drawdown
−24.39%
−27.91%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 12% · M 21% · S 55%
Number of Stocks
17
25
Portfolio P/E
—
38.40
Top 5 Holdings
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
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
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
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%