PMS

Wright Alpha Fund PMS

Thematic · Portfolio Management Services

Wright Alpha Fund PMS is a PMS (Portfolio Management Services) strategy, in the thematic category. It is managed by Ms. Sonam Srivastava. It has returned +6.89% over 1 year, +5.94% over 3 years, as reported by the fund manager. It manages about ₹41.51 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
+10.50%Benchmark -0.09%
3 months
+6.65%Benchmark +3.86%
6 months
+11.32%Benchmark +1.43%
1 year
+6.89%Benchmark +4.72%
2 years
-14.91%Benchmark -0.11%
3 years
+5.94%Benchmark +12.09%
Since inception
+6.43%Benchmark +12.02%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Ms. Sonam Srivastava
Category: Thematic
Benchmark: S&P BSE 500 TRI
AUM: ₹41.51 Cr
Inception: 23 August 2023
Minimum investment: ₹50 lakh
Allocations: %

Common questions

What are the returns of Wright Alpha Fund PMS?

Wright Alpha Fund PMS has returned +10.50% (1 month), +6.65% (3 months), +11.32% (6 months), +6.89% (1 year), -14.91% (2 years), +5.94% (3 years), +6.43% (Since inception). Periods over one year are annualised.

What is the minimum investment for Wright Alpha Fund PMS?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Wright Alpha Fund PMS?

The fund manager is Ms. Sonam Srivastava.