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Factor Fund - Hedged
Factor Fund - Hedged

Factor Fund - Hedged

  • Wryght Research and Capital Pvt Ltd
  • Multi Cap AND Flexi Cap
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Portfolio age2 years, 10 months
-0.23%
0.45%
Hurdle Rate**10% 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

bt_logoTRAILING PERFORMANCE

(As on 28/02/2026)
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

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Feb, 2026)
Inception Date
Aug 24, 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

bt_logoFEE STRUCTURE

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

Objective

The primary objective of the Wright Factor Fund - Hedged is to provide long-term capital appreciation by strategically investing in a portfolio of Indian equities along with protecting the downside risk with hedging. 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 - Hedged employs a disciplined, quantitative multi-factor investment process. This approach leverages the power of ten factor groups like value, momentum, growth, and quality. These factors are carefully selected for their proven contribution to portfolio returns over time.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
White Pine India Emerging Stars
AUM (₹ Cr)
₹463.08 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
6 Out of 285
Fixed Fee
1.80%
Scheme Return
7.81%
Benchmark Return
-2.12%
*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 270.68 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

270.68 (As on May, 2026)

Number of Schemes

1
Schemes From This AMC
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Compare
Factor Fund
AUM (₹ Cr)
₹221.59 Cr
Hurdle Rate
10.00% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
62 Out of 285
Fixed Fee
1.50%
Scheme Return
3.45%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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%

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