Portfolio Management Services (PMS)Compare Schemes
ICICI Prudential- Rising Stars Strategy vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
ICICI Prudential- Rising Stars Strategy
Wright Factor Fund
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−6.06%
10.96%
6 Months
14.81%
14.84%
1 Year
—
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
6.62%
20.33%
Fund Age
7 mo
3 yrs
AUM
₹376.54 Cr
₹214.05 Cr
Alpha – 1 Year
—
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
—
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
—
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
—
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 28% · S 68%
L 12% · M 21% · S 55%
Number of Stocks
33
25
Portfolio P/E
—
38.40
Top 5 Holdings
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
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
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%