Portfolio Management Services (PMS)Compare Schemes
BB Money Plant vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
BB Money Plant
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.92%
10.96%
6 Months
16.35%
14.84%
1 Year
29.45%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
33.72%
20.33%
Fund Age
16 mo
3 yrs
AUM
₹17.74 Cr
₹214.05 Cr
Alpha – 1 Year
26.47%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
19.66%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
0.78
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
1.14
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.20%
−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 5% · M 2% · S 74%
L 12% · M 21% · S 55%
Number of Stocks
30
25
Portfolio P/E
52.18
38.40
Top 5 Holdings
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
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 · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%