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Factor Fund
Factor Fund

Factor Fund

  • Wryght Research and Capital Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 22
    Out of 199*
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Portfolio age3 years, 2 months
10.96%
-0.09%
Hurdle Rate**10.00% or Benchmark
Fixed fee1.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
233.40
(As on Aug, 2026)
Inception Date
Aug 18, 2023
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
1.50%
Variable Fee
No Option
Hurdle Rate
10.00% or Benchmark
Profit Sharing
15% Profit Sharing above 10% hurdle or Benchmark
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INVESTMENT PHILOSOPHY

Objective

The primary objective of the Wright Factor Fund is to provide long-term capital appreciation by strategically investing in a portfolio of Indian equities. Our fund seeks to consistently outperform the benchmark through a disciplined, factor-based approach, capitalizing on market anomalies and meticulously chosen investment opportunities.

Investment Approach

The Wright Factor Fund employs a disciplined, quantitative multi-factor investment process. This approach leverages the power of 10 factor groups like value, momentum, growth, and quality. These factors are carefully selected for their proven contribution to portfolio returns over time.

Calculators

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PEER ANALYSIS

  • table
  • Grid
Compare
Factor Fund
AUM (₹ Cr)
₹233.40 Cr
Hurdle Rate
10.00% or Benchmark
Benchmark
BSE 500 TRI
Category Rank
6 Out of 286
Fixed Fee
1.50%
Scheme Return
10.96%
Benchmark Return
-0.09%
Quant Strategy
AUM (₹ Cr)
₹6.63 Cr
Hurdle Rate
6.00%
Benchmark
BSE 500 TRI
Category Rank
1 Out of 286
Fixed Fee
1.75%
Scheme Return
14.73%
Benchmark Return
-0.09%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹7.54 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
2 Out of 286
Fixed Fee
2.00%
Scheme Return
14.46%
Benchmark Return
-0.09%
Jainam Value Maxima
AUM (₹ Cr)
₹0.62 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 286
Fixed Fee
2.50%
Scheme Return
12.3%
Benchmark Return
-1.2%
Accelt Long Term Equity Fund
AUM (₹ Cr)
₹14.03 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category Rank
4 Out of 286
Fixed Fee
No Option
Scheme Return
11.32%
Benchmark Return
-0.09%
BB Money Plant
AUM (₹ Cr)
₹33.29 Cr
Hurdle Rate
8.00%
Benchmark
BSE 500 TRI
Category Rank
5 Out of 286
Fixed Fee
2.50%
Scheme Return
11.15%
Benchmark Return
-0.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Wryght Research and Capital Pvt Ltd
Wryght Research and Capital Pvt Ltd manages assets worth Rs 279.49 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

279.49 (As on Aug, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Factor Fund
AUM (₹ Cr)
₹233.40 Cr
Hurdle Rate
10.00% or Benchmark
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
6 Out of 286
Fixed Fee
1.50%
Scheme Return
10.96%
Benchmark Return
-0.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Factor Fund?
The hurdle rate of Factor Fund is 10.00% or Benchmark.
What is the fixed fee charged in Factor Fund ?
The fixed fee charged in Factor Fund is 1.50%.
What is the variable fee charged in Factor Fund ?
There is no option for Variable fee.
What is the profit sharing in Factor Fund ?
The profit sharing in Factor Fund is 15% Profit Sharing above 10% hurdle or Benchmark.
What is the minimum investment in Factor Fund ?
The minimum investment in Factor Fund is ₹50 Lacs
What type of scheme is Factor Fund?
Factor Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Factor Fund?
The inception date of Factor Fund is Aug 18, 2023.
What is the exit load of Factor Fund?
Exit load is 0%

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