Portfolio Management Services (PMS)Compare Schemes
TRADESWIFT BROKING-MULTI ASSET vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
TRADESWIFT BROKING-MULTI ASSET
Wright Factor Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 6.9%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.77%
10.96%
6 Months
11.30%
14.84%
1 Year
5.88%
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
10.85%
20.33%
Fund Age
2 yrs 5 mo
3 yrs
AUM
₹45.96 Cr
₹214.05 Cr
Alpha – 1 Year
−0.98%
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
21.88%
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
2.00
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.12
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−19.87%
−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 4% · S 66%
L 12% · M 21% · S 55%
Number of Stocks
39
25
Portfolio P/E
23.43
38.40
Top 5 Holdings
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
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
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 1%
0% / 0% / 0%