Portfolio Management Services (PMS)Compare Schemes
Spark - Flexicap vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Spark - Flexicap
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.91%
10.96%
6 Months
−6.35%
14.84%
1 Year
3.05%
16.93%
3 Years
10.74%
—
5 Years
13.00%
—
Since Inception
14.74%
20.33%
Fund Age
7 yrs 8 mo
3 yrs
AUM
₹460.92 Cr
₹214.05 Cr
Alpha – 1 Year
3.40%
12.21%
Alpha – 3 Years
1.74%
—
Information Ratio – 3 Years
0.33
0.51
Volatility – 1 Year
15.87%
22.29%
Volatility – 3 Years
14.99%
21.03%
Beta – 1 Year
0.95
0.97
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
-0.07
0.57
Sharpe Ratio – 3 Years
0.41
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
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
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
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
—
—
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%