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) |
|---|---|---|---|
| -18.98% | 0.59 | 13.29% | 50% |
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 | -9.20% | -12.70% | -8.20% | -15.18% | -12.82% | - | - | - | -0.60% |
| S&P BSE 500 TRI | -11.40% | -13.90% | -9.60% | -3.12% | 1.32% | - | - | - | 8.30% |
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 8M | 39.41 | S&P BSE 500 TRI | -0.60% | 10 | 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 | 0.80% | -10.88% | 50% | -10.08% | 0.65 | 13.29% | -1.41 | -7.18% | -0.33 | 50.00 % |
| Nifty 500 | -0.10% | -11.23% | -11.33% | 0.60 | -9.03% | -0.46 | 50.00 % | |||
| Nifty Midcap 100 | -7.10% | -11.88% | -18.98% | 0.59 | -14.29% | -0.80 | 40.63 % | |||
| Nifty Smallcap 100 | 2.38% | -11.97% | -9.59% | 0.44 | -10.02% | -0.55 | 46.88 % | |||
| BSE 500 | 0.25% | -11.22% | -10.97% | 0.60 | -8.54% | -0.43 | 50.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 14.00 |
| Mid Cap | 43.00 |
| Small Cap | 31.00 |
| Cash | 12.00 |
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 31st March 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 Mar 26.
