Portfolio Management Services (PMS)Compare Schemes
Wealth Managers - Focused Leadership Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Wealth Managers - Focused Leadership Portfolio
Wright Factor Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.79%
10.96%
6 Months
13.10%
14.84%
1 Year
18.11%
16.93%
3 Years
14.56%
—
5 Years
8.71%
—
Since Inception
13.67%
20.33%
Fund Age
11 yrs 2 mo
3 yrs
AUM
₹138.06 Cr
₹214.05 Cr
Alpha – 1 Year
18.46%
12.21%
Alpha – 3 Years
5.57%
—
Information Ratio – 3 Years
0.62
0.51
Volatility – 1 Year
22.83%
22.29%
Volatility – 3 Years
16.72%
21.03%
Beta – 1 Year
1.29
0.97
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
0.61
0.57
Sharpe Ratio – 3 Years
0.55
0.72
Worst Rolling Year
-8.44%
18.92%
Value at Worst Rolling Year
₹0.92 Cr
₹1.19 Cr
Deepest Drawdown
−17.10%
−27.91%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
92.53%
100.00%
Median Rolling Year
13.06%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 14% · S 45%
L 12% · M 21% · S 55%
Number of Stocks
18
25
Portfolio P/E
38.70
38.40
Top 5 Holdings
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
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
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%