Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.57%
10.96%
6 Months
3.80%
14.84%
1 Year
20.95%
16.93%
3 Years
16.43%
—
5 Years
15.76%
—
Since Inception
14.79%
20.33%
Fund Age
5 yrs 8 mo
3 yrs
AUM
₹116.87 Cr
₹214.05 Cr
Alpha – 1 Year
13.41%
12.21%
Alpha – 3 Years
5.18%
—
Information Ratio – 3 Years
0.32
0.51
Volatility – 1 Year
9.08%
22.29%
Volatility – 3 Years
12.28%
21.03%
Beta – 1 Year
0.54
0.97
Beta – 3 Years
0.90
0.97
Sharpe Ratio – 1 Year
1.56
0.57
Sharpe Ratio – 3 Years
0.88
0.72
Worst Rolling Year
10.68%
18.92%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−18.39%
−27.91%
Recovery Period
200 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.68%
19.26%
5-Year Rolling Windows Positive
100.00%
—
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
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%