Portfolio Management Services (PMS)Compare Schemes
Money Life - Mas Growth vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Money Life - Mas Growth
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
2.70%
10.96%
6 Months
18.50%
14.84%
1 Year
9.19%
16.93%
3 Years
14.83%
—
5 Years
14.00%
—
Since Inception
21.97%
20.33%
Fund Age
6 yrs 10 mo
3 yrs
AUM
₹147.62 Cr
₹214.05 Cr
Alpha – 1 Year
9.54%
12.21%
Alpha – 3 Years
5.83%
—
Information Ratio – 3 Years
0.34
0.51
Volatility – 1 Year
19.11%
22.29%
Volatility – 3 Years
21.05%
21.03%
Beta – 1 Year
0.83
0.97
Beta – 3 Years
0.91
0.97
Sharpe Ratio – 1 Year
0.27
0.57
Sharpe Ratio – 3 Years
0.51
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 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
Top 5 Holdings
—
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
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%