Portfolio Management Services (PMS)Compare Schemes
IFM Alphaedge Growth Fund vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
IFM Alphaedge Growth Fund
Wright Factor Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.32%
10.96%
6 Months
7.54%
14.84%
1 Year
8.20%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
2.83%
20.33%
Fund Age
14 mo
3 yrs
AUM
₹18.5 Cr
₹214.05 Cr
Alpha – 1 Year
3.48%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
18.53%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.23
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.67%
−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 47% · M 18% · S 29%
L 12% · M 21% · S 55%
Number of Stocks
15
25
Portfolio P/E
—
38.40
Top 5 Holdings
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
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 · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
—
Fixed Fee
0.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%