Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.33%
10.96%
6 Months
24.60%
14.84%
1 Year
7.56%
16.93%
3 Years
20.98%
—
5 Years
—
—
Since Inception
24.10%
20.33%
Fund Age
4 yrs 4 mo
3 yrs
AUM
₹3.89 Cr
₹214.05 Cr
Alpha – 1 Year
4.58%
12.21%
Alpha – 3 Years
9.08%
—
Information Ratio – 3 Years
0.07
0.51
Volatility – 1 Year
32.74%
22.29%
Volatility – 3 Years
27.24%
21.03%
Beta – 1 Year
1.49
0.97
Beta – 3 Years
1.30
0.97
Sharpe Ratio – 1 Year
0.20
0.57
Sharpe Ratio – 3 Years
0.49
0.72
Worst Rolling Year
17.91%
18.92%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−34.40%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
19.26%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
27
25
Portfolio P/E
52.77
38.40
Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%