PMS · Equity · Flexi Cap
Wright Factor Fund - Hedged
IRRSince inception10.37%
1Y return5.79%
Minimum investment₹50 Lakh
Fund age2 yrs 6 mo
Fund Manager
Sonam Srivastava
Sonam Srivastava
Fund Manager, PMS, Wright Research &
"Sonam Srivastava is the founder of Wright Research, an India-based Robo-advisor and Portfolio Management Service, where she creates data-driven portfolios out of her deep passion for quant finance. Wright Research is a wealth creator in the digital space that uses scientific data-driven methods to tactically extract opportunities across assets in the public markets to grow clients’ wealth. Wright functions as SEBI registered Robo advisor and is among the most popular advisors among millennial investors with more than 50000 lifetime clients and 300 crore+ assets. Wright Research has delivered a 90% + outperformance over the index in the last 3 years. She has 10+ years of experience in investment research and portfolio management, working on systematic strategies, long-short strategies, and algorithmic trading. She started her career in the field with Mumbai-based Forefront Capital, acquired by Edelweiss. At Edelweiss, she worked as an algorithm designer at Edelweiss's institutional equity broking desk. After that, she worked at HSBC Europe as a quant building factor-driven portfolio solutions. Before starting Wright Research, she also worked at Qplum, doing portfolio management at the artificial intelligence-driven Robo-advisor. She graduated from IIT Kanpur with a master’s in financial engineering from Worldquant University. She is a globally recognized researcher and works as a visiting faculty as AI in Finance Institute New York and BSE Institute Limited."
Managing AUM₹214 Cr
Growth of₹Cr
Wright Factor Fund Hedged
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Wright Factor Fund Hedged−0.23%5.79%−0.15%——10.37%
Nifty 500−2.84%17.30%8.09%——13.85%
Excess over benchmark2.61%−11.51%−8.24%——−3.48%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 28 Feb 2026.
Risk : What you take on to earn the return
Volatility
11.21%
Benchmark approx 10.11%
A standard deviation reflecting historical swings.
Sensitivity
0.52
Beta vs benchmark 1.00 · 48% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.09
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −8.31%, and recovered on 22 Apr 2025.
Max drawdowns
−8.31%
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme––−8.31%–22 Apr 2025–
Benchmark28 Feb 202507 Apr 2025−6.64%38 days––
Scheme
Peak–
Trough–
Depth−8.31%
Fell over–
Recovered22 Apr 2025
Recovery took–
Benchmark
Peak28 Feb 2025
Trough07 Apr 2025
Depth−6.64%
Fell over38 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 28 Feb 2026
Portfolio Details : Where the money actually sits
Stocks
20
P/E ratio
31.90
Asset class
Equity
Market cap
Large cap17.60%
Mid cap14.83%
Small cap63.33%
Cash & others4.24%
As on 28 Feb 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee15% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.