Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
10.96%
6 Months
11.49%
14.84%
1 Year
3.89%
16.93%
3 Years
8.19%
—
5 Years
11.02%
—
Since Inception
10.97%
20.33%
Fund Age
13 yrs 8 mo
3 yrs
AUM
₹360.51 Cr
₹214.05 Cr
Alpha – 1 Year
0.91%
12.21%
Alpha – 3 Years
−3.69%
—
Information Ratio – 3 Years
-0.18
0.51
Volatility – 1 Year
23.04%
22.29%
Volatility – 3 Years
19.34%
21.03%
Beta – 1 Year
1.26
0.97
Beta – 3 Years
1.17
0.97
Sharpe Ratio – 1 Year
0.04
0.57
Sharpe Ratio – 3 Years
0.30
0.72
Worst Rolling Year
-8.10%
18.92%
Value at Worst Rolling Year
₹0.92 Cr
₹1.19 Cr
Deepest Drawdown
−30.43%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 33%
L 12% · M 21% · S 55%
Number of Stocks
29
25
Portfolio P/E
37.17
38.40
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
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 · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%