Portfolio Management Services (PMS)Compare Schemes
SBI AEON ALPHA PMS vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
SBI AEON ALPHA PMS
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.41%
10.96%
6 Months
20.81%
14.84%
1 Year
15.63%
16.93%
3 Years
13.76%
—
5 Years
—
—
Since Inception
14.77%
20.33%
Fund Age
4 yrs 6 mo
3 yrs
AUM
₹751.68 Cr
₹214.05 Cr
Alpha – 1 Year
16.06%
12.21%
Alpha – 3 Years
5.19%
—
Information Ratio – 3 Years
0.25
0.51
Volatility – 1 Year
18.90%
22.29%
Volatility – 3 Years
16.75%
21.03%
Beta – 1 Year
0.89
0.97
Beta – 3 Years
0.79
0.97
Sharpe Ratio – 1 Year
0.57
0.57
Sharpe Ratio – 3 Years
0.53
0.72
Worst Rolling Year
13.60%
18.92%
Value at Worst Rolling Year
₹1.14 Cr
₹1.19 Cr
Deepest Drawdown
−21.60%
−27.91%
Recovery Period
476 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.94%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 16% · M 11% · S 70%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
Top 5 Holdings
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
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
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—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%