Portfolio Management Services (PMS)Compare Schemes
Stallion Asset - Core Fund vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Stallion Asset - Core Fund
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.93%
10.96%
6 Months
25.32%
14.84%
1 Year
18.21%
16.93%
3 Years
32.70%
—
5 Years
23.63%
—
Since Inception
28.38%
20.33%
Fund Age
7 yrs 10 mo
3 yrs
AUM
₹8,686.39 Cr
₹214.05 Cr
Alpha – 1 Year
13.49%
12.21%
Alpha – 3 Years
20.61%
—
Information Ratio – 3 Years
1.92
0.51
Volatility – 1 Year
22.97%
22.29%
Volatility – 3 Years
19.40%
21.03%
Beta – 1 Year
1.12
0.97
Beta – 3 Years
0.98
0.97
Sharpe Ratio – 1 Year
0.61
0.57
Sharpe Ratio – 3 Years
1.30
0.72
Worst Rolling Year
17.00%
18.92%
Value at Worst Rolling Year
₹1.17 Cr
₹1.19 Cr
Deepest Drawdown
−22.23%
−27.91%
Recovery Period
227 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
30.47%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 30% · S 25%
L 12% · M 21% · S 55%
Number of Stocks
43
25
Portfolio P/E
62.25
38.40
Top 5 Holdings
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
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
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%