Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.80%
10.96%
6 Months
2.80%
14.84%
1 Year
4.89%
16.93%
3 Years
12.23%
—
5 Years
10.64%
—
Since Inception
8.93%
20.33%
Fund Age
12 yrs
3 yrs
AUM
₹134.76 Cr
₹214.05 Cr
Alpha – 1 Year
−1.08%
12.21%
Alpha – 3 Years
1.34%
—
Information Ratio – 3 Years
0.07
0.51
Volatility – 1 Year
10.79%
22.29%
Volatility – 3 Years
9.62%
21.03%
Beta – 1 Year
1.04
0.97
Beta – 3 Years
1.10
0.97
Sharpe Ratio – 1 Year
-0.01
0.57
Sharpe Ratio – 3 Years
0.69
0.72
Worst Rolling Year
0.05%
18.92%
Value at Worst Rolling Year
₹1.00 Cr
₹1.19 Cr
Deepest Drawdown
−11.50%
−27.91%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 50% · M 11% · S 8%
L 12% · M 21% · S 55%
Number of Stocks
33
25
Portfolio P/E
25.96
38.40
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
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 · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%