Portfolio Management Services (PMS)Compare Schemes
Tradeswift - Sparkling Gems vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Tradeswift - Sparkling Gems
Wright Factor Fund
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.05%
10.96%
6 Months
23.02%
14.84%
1 Year
—
16.93%
3 Years
—
—
5 Years
—
—
Since Inception
13.86%
20.33%
Fund Age
10 mo
3 yrs
AUM
₹13.6 Cr
₹214.05 Cr
Alpha – 1 Year
—
12.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
—
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
—
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
—
0.57
Sharpe Ratio – 3 Years
—
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
S 97%
L 12% · M 21% · S 55%
Number of Stocks
29
25
Portfolio P/E
26.06
38.40
Top 5 Holdings
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
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 · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
—
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%