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Wryght Research Factor Fund – Hedged PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Wryght Research Factor Fund – Hedged PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 8.47%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Wryght Research Factor Fund - Hedged PMS Strategy or Investment Approach - PMS Details

Strategy Name

Factor Fund - Hedged

Start Date

24 August 2023

Category

MULTI CAP & FLEXI CAP

Benchmark

S&P BSE 500

AUM (Rs.)

Rs.13.65 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Ms Sonam Srivastava

1 Yr. Return

8.47%

3 Yr. Return

NA

5 Yr. Return

NA

Wryght Research Factor Fund - Hedged Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

1 Yrs, 8 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Wryght Research Factor Fund - Hedged PMS Strategy - Cost or Charges

Fixed Fees

1.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

15% (Profit Sharing above 10%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Wryght Research Factor Fund - Hedged PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

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Wryght Research Factor Fund - Hedged Portfolio Strategy - Top 5 Sectors

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