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) |
|---|---|---|---|
| -26.43% | 0.29 | 15.09% | 48.48% |
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 | 1.63% | 16.79% | 2.02% | -5.99% | -12.84% | - | - | - | 5.04% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | - | - | - | 11.97% |
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 11M | 44.24 | S&P BSE 500 TRI | 5.04% | - | 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 | 6.94% | -29.02% | 48.48% | -22.08% | 0.42 | 15.09% | -1.80 | -13.36% | -0.57 | 48.48 % |
| Nifty 500 | 3.35% | -29.78% | -26.43% | 0.29 | -16.36% | -0.73 | 48.48 % | |||
| Nifty Midcap 100 | -4.07% | -29.85% | -33.92% | 0.22 | -21.99% | -1.00 | 39.39 % | |||
| Nifty Smallcap 100 | 2.35% | -35.29% | -32.94% | 0.10 | -20.32% | -0.85 | 45.45 % | |||
| BSE 500 | 3.81% | -29.8% | -25.99% | 0.29 | -15.81% | -0.70 | 48.48 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Jun 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 Apr 26.
