Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.18%
10.96%
6 Months
19.69%
14.84%
1 Year
25.97%
16.93%
3 Years
17.02%
—
5 Years
—
—
Since Inception
24.02%
20.33%
Fund Age
4 yrs 2 mo
3 yrs
AUM
₹101.01 Cr
₹214.05 Cr
Alpha – 1 Year
21.25%
12.21%
Alpha – 3 Years
4.93%
—
Information Ratio – 3 Years
0.46
0.51
Volatility – 1 Year
21.63%
22.29%
Volatility – 3 Years
19.42%
21.03%
Beta – 1 Year
1.10
0.97
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
0.93
0.57
Sharpe Ratio – 3 Years
0.65
0.72
Worst Rolling Year
16.82%
18.92%
Value at Worst Rolling Year
₹1.17 Cr
₹1.19 Cr
Deepest Drawdown
−20.44%
−27.91%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 26% · M 14% · S 51%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%