Portfolio Management Services (PMS)Compare Schemes
Shriram Future GEMS vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Shriram Future GEMS
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.93%
10.96%
6 Months
1.59%
14.84%
1 Year
25.48%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
30.29%
20.33%
Fund Age
18 mo
3 yrs
AUM
₹0.8 Cr
₹214.05 Cr
Alpha – 1 Year
25.83%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
16.88%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
0.86
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
1.13
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.67%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
Top 5 Holdings
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
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
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%