Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
10.96%
6 Months
8.20%
14.84%
1 Year
15.48%
16.93%
3 Years
18.05%
—
5 Years
15.54%
—
Since Inception
14.61%
20.33%
Fund Age
10 yrs 4 mo
3 yrs
AUM
₹747.6 Cr
₹214.05 Cr
Alpha – 1 Year
15.83%
12.21%
Alpha – 3 Years
9.06%
—
Information Ratio – 3 Years
0.72
0.51
Volatility – 1 Year
18.67%
22.29%
Volatility – 3 Years
21.45%
21.03%
Beta – 1 Year
1.12
0.97
Beta – 3 Years
1.31
0.97
Sharpe Ratio – 1 Year
0.58
0.57
Sharpe Ratio – 3 Years
0.64
0.72
Worst Rolling Year
-13.89%
18.92%
Value at Worst Rolling Year
₹0.86 Cr
₹1.19 Cr
Deepest Drawdown
−30.97%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
77.45%
100.00%
Median Rolling Year
21.11%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 35% · M 50% · S 14%
L 12% · M 21% · S 55%
Number of Stocks
25
25
Portfolio P/E
31.22
38.40
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%