Portfolio Management Services (PMS)Compare Schemes
PGIM India Equity Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
PGIM India Equity Portfolio
Wright Factor Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.44%
10.96%
6 Months
14.84%
14.84%
1 Year
−4.03%
16.93%
3 Years
5.65%
—
5 Years
—
—
Since Inception
11.22%
20.33%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹83.14 Cr
₹214.05 Cr
Alpha – 1 Year
−3.68%
12.21%
Alpha – 3 Years
−3.35%
—
Information Ratio – 3 Years
-0.26
0.51
Volatility – 1 Year
22.60%
22.29%
Volatility – 3 Years
18.97%
21.03%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.04
0.97
Sharpe Ratio – 1 Year
-0.31
0.57
Sharpe Ratio – 3 Years
0.11
0.72
Worst Rolling Year
4.98%
18.92%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−33.20%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.75%
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 9% · M 28% · S 60%
L 12% · M 21% · S 55%
Number of Stocks
27
25
Portfolio P/E
28.70
38.40
Top 5 Holdings
Cash & Cash Equivalent · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
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 · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
—
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%