Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Long Term Growth vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Long Term Growth
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.49%
10.96%
6 Months
27.88%
14.84%
1 Year
29.03%
16.93%
3 Years
18.18%
—
5 Years
15.45%
—
Since Inception
16.74%
20.33%
Fund Age
10 yrs 9 mo
3 yrs
AUM
₹245.99 Cr
₹214.05 Cr
Alpha – 1 Year
24.31%
12.21%
Alpha – 3 Years
6.09%
—
Information Ratio – 3 Years
0.49
0.51
Volatility – 1 Year
21.97%
22.29%
Volatility – 3 Years
17.89%
21.03%
Beta – 1 Year
1.05
0.97
Beta – 3 Years
0.93
0.97
Sharpe Ratio – 1 Year
1.03
0.57
Sharpe Ratio – 3 Years
0.70
0.72
Worst Rolling Year
1.53%
18.92%
Value at Worst Rolling Year
₹1.02 Cr
₹1.19 Cr
Deepest Drawdown
−20.27%
−27.91%
Recovery Period
205 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.98%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 36% · M 27% · S 36%
L 12% · M 21% · S 55%
Number of Stocks
44
25
Portfolio P/E
69.76
38.40
Top 5 Holdings
TD Power Systems Ltd · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
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
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%