Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
10.96%
6 Months
25.00%
14.84%
1 Year
17.14%
16.93%
3 Years
16.20%
—
5 Years
15.34%
—
Since Inception
19.60%
20.33%
Fund Age
7 yrs 3 mo
3 yrs
AUM
₹127.23 Cr
₹214.05 Cr
Alpha – 1 Year
12.42%
12.21%
Alpha – 3 Years
4.43%
—
Information Ratio – 3 Years
0.38
0.51
Volatility – 1 Year
23.12%
22.29%
Volatility – 3 Years
20.20%
21.03%
Beta – 1 Year
1.18
0.97
Beta – 3 Years
1.05
0.97
Sharpe Ratio – 1 Year
0.56
0.57
Sharpe Ratio – 3 Years
0.61
0.72
Worst Rolling Year
13.55%
18.92%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−26.74%
−27.91%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.50%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 26% · M 19% · S 50%
L 12% · M 21% · S 55%
Number of Stocks
101
25
Portfolio P/E
52.20
38.40
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
—
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%