Portfolio Management Services (PMS)Compare Schemes
Purnartha Dynamic Midcap vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Purnartha Dynamic Midcap
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.54%
10.96%
6 Months
12.07%
14.84%
1 Year
11.66%
16.93%
3 Years
13.52%
—
5 Years
—
—
Since Inception
14.98%
20.33%
Fund Age
3 yrs 6 mo
3 yrs
AUM
₹447.27 Cr
₹214.05 Cr
Alpha – 1 Year
6.94%
12.21%
Alpha – 3 Years
1.43%
—
Information Ratio – 3 Years
0.13
0.51
Volatility – 1 Year
21.15%
22.29%
Volatility – 3 Years
18.85%
21.03%
Beta – 1 Year
1.14
0.97
Beta – 3 Years
1.10
0.97
Sharpe Ratio – 1 Year
0.37
0.57
Sharpe Ratio – 3 Years
0.48
0.72
Worst Rolling Year
10.55%
18.92%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−17.40%
−27.91%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.34%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 28% · M 19% · S 29%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
33.83
38.40
Top 5 Holdings
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
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
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—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
20% of profit, above 25%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%