Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
10.96%
6 Months
4.12%
14.84%
1 Year
−0.25%
16.93%
3 Years
10.95%
—
5 Years
10.56%
—
Since Inception
10.62%
20.33%
Fund Age
13 yrs 8 mo
3 yrs
AUM
₹41.22 Cr
₹214.05 Cr
Alpha – 1 Year
0.18%
12.21%
Alpha – 3 Years
2.39%
—
Information Ratio – 3 Years
0.52
0.51
Volatility – 1 Year
20.61%
22.29%
Volatility – 3 Years
17.57%
21.03%
Beta – 1 Year
1.24
0.97
Beta – 3 Years
1.19
0.97
Sharpe Ratio – 1 Year
-0.18
0.57
Sharpe Ratio – 3 Years
0.46
0.72
Worst Rolling Year
-10.52%
18.92%
Value at Worst Rolling Year
₹0.89 Cr
₹1.19 Cr
Deepest Drawdown
−22.41%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
19.26%
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 70% · M 29%
L 12% · M 21% · S 55%
Number of Stocks
25
25
Portfolio P/E
36.71
38.40
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
—
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%