Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
10.96%
6 Months
1.74%
14.84%
1 Year
10.49%
16.93%
3 Years
12.80%
—
5 Years
12.91%
—
Since Inception
15.37%
20.33%
Fund Age
7 yrs 7 mo
3 yrs
AUM
₹15.96 Cr
₹214.05 Cr
Alpha – 1 Year
10.84%
12.21%
Alpha – 3 Years
3.80%
—
Information Ratio – 3 Years
0.47
0.51
Volatility – 1 Year
19.22%
22.29%
Volatility – 3 Years
17.53%
21.03%
Beta – 1 Year
1.18
0.97
Beta – 3 Years
1.15
0.97
Sharpe Ratio – 1 Year
0.34
0.57
Sharpe Ratio – 3 Years
0.48
0.72
Worst Rolling Year
12.46%
18.92%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−19.38%
−27.91%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.63%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 15% · S 21%
L 12% · M 21% · S 55%
Number of Stocks
38
25
Portfolio P/E
24.65
38.40
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%