Portfolio Management Services (PMS)Compare Schemes
SMC Global - Growth vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
SMC Global - Growth
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.80%
10.96%
6 Months
20.03%
14.84%
1 Year
17.27%
16.93%
3 Years
12.81%
—
5 Years
11.98%
—
Since Inception
14.70%
20.33%
Fund Age
6 yrs 10 mo
3 yrs
AUM
₹201.68 Cr
₹214.05 Cr
Alpha – 1 Year
12.55%
12.21%
Alpha – 3 Years
0.73%
—
Information Ratio – 3 Years
0.15
0.51
Volatility – 1 Year
22.73%
22.29%
Volatility – 3 Years
20.11%
21.03%
Beta – 1 Year
1.17
0.97
Beta – 3 Years
1.13
0.97
Sharpe Ratio – 1 Year
0.58
0.57
Sharpe Ratio – 3 Years
0.44
0.72
Worst Rolling Year
7.98%
18.92%
Value at Worst Rolling Year
₹1.08 Cr
₹1.19 Cr
Deepest Drawdown
−25.65%
−27.91%
Recovery Period
520 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.09%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 4% · S 49%
L 12% · M 21% · S 55%
Number of Stocks
24
25
Portfolio P/E
29.51
38.40
Top 5 Holdings
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
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
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%