The primary objective of the Wright Alpha Fund is to provide long-term capital appreciation by strategically investing in a concentrated portfolio of Indian equities. Our fund seeks to consistently outperform the benchmark through a disciplined, concentrated momentum-based approach, capitalizing on market anomalies and meticulously chosen investment opportunities. While the emphasis is on creating a robust growth trajectory, risk management is given equal importance to ensure the safeguarding of investor capital in various market scenarios.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -37.56% | 0.97 | 21.77% | 55.17% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Wryght Research and Capital Pvt Ltd Alpha Fund | -2.63% | -3.86% | -5.32% | -15.28% | -14.08% | - | - | - | 3.91% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.72% | - | - | 14.21% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Wryght Research and Capital Pvt Ltd Alpha Fund | Multi Cap & Flexi Cap | Ms. Sonam Srivastava | 23 August 2023 | 2Y 5M | 47.58 | S&P BSE 500 TRI | 3.91% | - | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -10.85% | -30.53% | 55.17% | -41.38% | 0.92 | 21.77% | -1.59 | -9.50% | -0.42 | 48.28 % |
| Nifty 500 | -7.22% | -30.34% | -37.56% | 0.97 | -11.39% | -0.55 | 48.28 % | |||
| Nifty Midcap 100 | -6.45% | -30.17% | -36.62% | 0.83 | -16.04% | -0.85 | 37.93 % | |||
| Nifty Smallcap 100 | 4.65% | -29.9% | -25.25% | 0.65 | -12.66% | -0.67 | 44.83 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Jan 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
