Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.95%
10.96%
6 Months
11.98%
14.84%
1 Year
18.12%
16.93%
3 Years
18.24%
—
5 Years
—
—
Since Inception
20.21%
20.33%
Fund Age
4 yrs 8 mo
3 yrs
AUM
₹424.87 Cr
₹214.05 Cr
Alpha – 1 Year
13.40%
12.21%
Alpha – 3 Years
6.15%
—
Information Ratio – 3 Years
0.85
0.51
Volatility – 1 Year
22.44%
22.29%
Volatility – 3 Years
19.69%
21.03%
Beta – 1 Year
1.22
0.97
Beta – 3 Years
1.10
0.97
Sharpe Ratio – 1 Year
0.61
0.57
Sharpe Ratio – 3 Years
0.80
0.72
Worst Rolling Year
18.24%
18.92%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−25.57%
−27.91%
Recovery Period
337 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.33%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
M 1% · S 89%
L 12% · M 21% · S 55%
Number of Stocks
30
25
Portfolio P/E
23.45
38.40
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
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
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
—
Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%