Portfolio Management Services (PMS)Compare Schemes
Ksema - Future Frontier Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Ksema - Future Frontier Portfolio
Wright Factor Fund
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
3.35%
10.96%
6 Months
27.55%
14.84%
1 Year
—
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
23.98%
20.33%
Fund Age
7 mo
3 yrs
AUM
₹3.83 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 18% · M 24% · S 55%
L 12% · M 21% · S 55%
Number of Stocks
32
25
Portfolio P/E
49.25
38.40
Top 5 Holdings
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
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
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
—
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%