Business Today
Subscribe
Petrol PricesDiesel PricesBT ReelsPMS TodayUS NewsIndiaWeatherBT ShortsNRI
EY Business Today Hidden Gems 2026BT MindrushBT India 100
Search
Advertisement
Business News
pms
Factor Fund - Hedged
Factor Fund - Hedged

Factor Fund - Hedged

  • Wryght Research and Capital Pvt Ltd
  • Multi Cap AND Flexi Cap
  • Out of *
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age2 years, 8 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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

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.

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

Modi Cabinet Announces Big MSP Hike For Farmers | ₹2.6 Lakh Crore Boost4:18Modi Cabinet Announces Big MSP Hike For Farmers | ₹2.6 Lakh Crore Boost
Cabinet Clears Mega Coal Gasification Plan | Jobs, Power & Fertilizer Boost7:57Cabinet Clears Mega Coal Gasification Plan | Jobs, Power & Fertilizer Boost
Vaibhav Shah Decodes SIFs, Hedging Strategies & Wealth Creation Amid Volatility | Mirae Asset18:01Vaibhav Shah Decodes SIFs, Hedging Strategies & Wealth Creation Amid Volatility | Mirae Asset
Cabinet Approves ₹20,667 Crore Ahmedabad-Dholera Rail Project | Ashwini Vaishnaw7:46Cabinet Approves ₹20,667 Crore Ahmedabad-Dholera Rail Project | Ashwini Vaishnaw
Buy The Dip Or Stay Cautious? Daljeet Kohli Decodes Market Recovery & Strategy20:55Buy The Dip Or Stay Cautious? Daljeet Kohli Decodes Market Recovery & Strategy
Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today42:23Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today
Dr Reddy’s Turns To Obesity Drugs, Biosimilars And Consumer Health For Next Phase Of Growth13:41Dr Reddy’s Turns To Obesity Drugs, Biosimilars And Consumer Health For Next Phase Of Growth
West Asia Crisis A ‘Live Stress Test’ For India’s Balance Of Payments: CEA V Anantha Nageswaran2:33West Asia Crisis A ‘Live Stress Test’ For India’s Balance Of Payments: CEA V Anantha Nageswaran
Sagility CFO Srinivas Mattapalli On 41% Profit Jump & AI-Led Growth Story16:49Sagility CFO Srinivas Mattapalli On 41% Profit Jump & AI-Led Growth Story
Syrma SGS Technology Q4 Results | Profit jumps 55%, Dividend declared | Management On Q4 Performance15:04Syrma SGS Technology Q4 Results | Profit jumps 55%, Dividend declared | Management On Q4 Performance
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Amaltas Keystone Fund
AUM (₹ Cr)
₹46.09 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 270
Fixed Fee
No Option
Scheme Return
26.97%
Benchmark Return
-11.37%
White Pine India Emerging Stars
AUM (₹ Cr)
₹426.00 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
2 Out of 270
Fixed Fee
No Option
Scheme Return
25.36%
Benchmark Return
-11.34%
Blend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 270
Fixed Fee
2.00%
Scheme Return
25.12%
Benchmark Return
-11.3%
Globe Capital - Value
AUM (₹ Cr)
₹1,178.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 270
Fixed Fee
2.50%
Scheme Return
25.04%
Benchmark Return
-11.37%
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 270
Fixed Fee
2.00%
Scheme Return
24.9%
Benchmark Return
-11.4%
Seven Islands PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 270
Fixed Fee
2.50%
Scheme Return
24.34%
Benchmark Return
-11.37%
*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 241.61 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

241.61 (As on Mar, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Factor Fund
AUM (₹ Cr)
₹198.00 Cr
Hurdle Rate
10% or Benchmark
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
67 Out of 269
Fixed Fee
1.50%
Scheme Return
-9.34%
Benchmark Return
-11.37%
*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%

bt_logoTop Stories