Portfolio Management Services (PMS)Compare Schemes
SBI MF - ESG Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
SBI MF - ESG Portfolio
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
2.26%
10.96%
6 Months
18.40%
14.84%
1 Year
9.21%
16.93%
3 Years
13.13%
—
5 Years
13.39%
—
Since Inception
14.83%
20.33%
Fund Age
10 yrs
3 yrs
AUM
₹666.2 Cr
₹214.05 Cr
Alpha – 1 Year
9.64%
12.21%
Alpha – 3 Years
4.56%
—
Information Ratio – 3 Years
0.38
0.51
Volatility – 1 Year
18.95%
22.29%
Volatility – 3 Years
16.01%
21.03%
Beta – 1 Year
0.98
0.97
Beta – 3 Years
0.90
0.97
Sharpe Ratio – 1 Year
0.27
0.57
Sharpe Ratio – 3 Years
0.52
0.72
Worst Rolling Year
-3.31%
18.92%
Value at Worst Rolling Year
₹0.97 Cr
₹1.19 Cr
Deepest Drawdown
−20.80%
−27.91%
Recovery Period
109 days
Not yet recovered
1-Year Rolling Windows Positive
96.71%
100.00%
Median Rolling Year
17.72%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 13% · M 17% · S 66%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
Top 5 Holdings
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
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
—
—
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%