Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
10.96%
6 Months
11.46%
14.84%
1 Year
8.21%
16.93%
3 Years
12.09%
—
5 Years
11.81%
—
Since Inception
13.34%
20.33%
Fund Age
5 yrs 3 mo
3 yrs
AUM
₹34.29 Cr
₹214.05 Cr
Alpha – 1 Year
5.23%
12.21%
Alpha – 3 Years
0.21%
—
Information Ratio – 3 Years
0.17
0.51
Volatility – 1 Year
24.84%
22.29%
Volatility – 3 Years
21.42%
21.03%
Beta – 1 Year
1.25
0.97
Beta – 3 Years
1.08
0.97
Sharpe Ratio – 1 Year
0.21
0.57
Sharpe Ratio – 3 Years
0.49
0.72
Worst Rolling Year
7.11%
18.92%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−34.77%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.26%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 5% · M 7% · S 69%
L 12% · M 21% · S 55%
Number of Stocks
37
25
Portfolio P/E
52.15
38.40
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 0% / 0%
0% / 0% / 0%