Portfolio Management Services (PMS)Compare Schemes
ValueQuest - Platinum vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
ValueQuest - Platinum
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.62%
10.96%
6 Months
20.31%
14.84%
1 Year
5.50%
16.93%
3 Years
14.22%
—
5 Years
16.13%
—
Since Inception
18.70%
20.33%
Fund Age
9 yrs 8 mo
3 yrs
AUM
₹3,491.64 Cr
₹214.05 Cr
Alpha – 1 Year
2.52%
12.21%
Alpha – 3 Years
2.33%
—
Information Ratio – 3 Years
0.19
0.51
Volatility – 1 Year
25.24%
22.29%
Volatility – 3 Years
21.26%
21.03%
Beta – 1 Year
1.29
0.97
Beta – 3 Years
1.17
0.97
Sharpe Ratio – 1 Year
0.11
0.57
Sharpe Ratio – 3 Years
0.48
0.72
Worst Rolling Year
-9.34%
18.92%
Value at Worst Rolling Year
₹0.91 Cr
₹1.19 Cr
Deepest Drawdown
−6.25%
−27.91%
Recovery Period
13 days
Not yet recovered
1-Year Rolling Windows Positive
93.29%
100.00%
Median Rolling Year
15.30%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 23% · M 15% · S 57%
L 12% · M 21% · S 55%
Number of Stocks
30
25
Portfolio P/E
—
38.40
Top 5 Holdings
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 1%
0% / 0% / 0%