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Factor Fund - Hedged
Factor Fund - Hedged

Factor Fund - Hedged

  • Wryght Research and Capital Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 229
    Out of 235*
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PMS Bazaar
Portfolio age2 years, 3 months
6.8%
4.27%
Hurdle Rate**10% or Benchmark
Fixed fee1.50%
Min. Investment50 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

Sonam Srivastava
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM305.04
  • Highest Return In 1 Yr-8.92%
Profile

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

Other Schemes
AUM (₹ Cr)
₹14.53 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
9 Out of 251
Fixed Fee
1.50%
AUM (₹ Cr)
₹55.64 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
16 Out of 251
Fixed Fee
1.50%
AUM (₹ Cr)
₹234.87 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
25 Out of 251
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹14.53 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
9 Out of 251
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Wryght Research and Capital Pvt Ltd
Wryght Research and Capital Pvt Ltd manages assets worth Rs 310.82 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

310.82 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
AUM (₹ Cr)
₹14.53 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
9 Out of 251
Fixed Fee
1.50%
AUM (₹ Cr)
₹55.64 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
16 Out of 251
Fixed Fee
1.50%
AUM (₹ Cr)
₹234.87 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
25 Out of 251
Fixed Fee
1.50%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Factor Fund - Hedged?
The hurdle rate of Factor Fund - Hedged is 10% or Benchmark.
What is the fixed fee charged in Factor Fund - Hedged ?
The fixed fee charged in Factor Fund - Hedged is 1.50%.
What is the variable fee charged in Factor Fund - Hedged ?
There is no option for Variable fee.
What is the profit sharing in Factor Fund - Hedged ?
The profit sharing in Factor Fund - Hedged is 15% Profit Sharing above 10% hurdle or Benchmark.
What is the minimum investment in Factor Fund - Hedged ?
The minimum investment in Factor Fund - Hedged is ₹50 Lacs
What type of scheme is Factor Fund - Hedged?
Factor Fund - Hedged is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Factor Fund - Hedged?
The inception date of Factor Fund - Hedged is Aug 24, 2023.
What is the exit load of Factor Fund - Hedged?
Exit load is 0%