Portfolio Management Services (PMS)Compare Schemes
Wright Factor Fund vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Wright Factor Fund
Xylem Maverick Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
10.96%
9.42%
6 Months
14.84%
52.78%
1 Year
16.93%
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
20.33%
23.72%
Fund Age
3 yrs
19 mo
AUM
₹214.05 Cr
₹71.55 Cr
Alpha – 1 Year
12.21%
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
0.51
—
Volatility – 1 Year
22.29%
31.93%
Volatility – 3 Years
21.03%
—
Beta – 1 Year
0.97
1.29
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.57
0.74
Sharpe Ratio – 3 Years
0.72
—
Worst Rolling Year
18.92%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−27.91%
−27.01%
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 21% · S 55%
S 96%
Number of Stocks
25
19
Portfolio P/E
38.40
39.65
Top 5 Holdings
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%