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Accelt Long Term Equity Fund vs Wallfort-Kosh Value Fund

Accelt Long Term Equity Fund

Wallfort-Kosh Value Fund

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Growth of ₹1 Crore

Accelt Long Term Equity Fund

Wallfort-Kosh Value Fund

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

40%

Nifty 500 · 4.7%

Accelt Long Term Equity Fund

33.6% • vol 20.9%

Wallfort-Kosh Value Fund

12% • vol 30.3%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

11.32%

1.45%

6 Months

31.05%

18.06%

1 Year

33.64%

11.98%

3 Years

—

5 Years

—

Since Inception

18.43%

−2.78%

Fund Age

1 yr 11 mo

1 mo

AUM

₹12.55 Cr

₹4.8 Cr

Alpha – 1 Year

28.92%

7.26%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

20.86%

30.31%

Volatility – 3 Years

—

Beta – 1 Year

0.85

1.59

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.25

0.34

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Cash & Cash Equivalent · 17.58%

Tata Power Company Ltd · 15.85%

IDFC First Bank Ltd · 11.08%

Aditya Birla Real Estate Ltd · 10.39%

Indian Metals & Ferro Alloys Ltd · 9.83%

Top Sectors

—

Fixed Fee

2.00% / yr

Performance Fee / Plan

20% of profit, above 12%

10% of profit

Exit Load (Y1 / Y2 / Y3)

3% / 0% / 0%

0% / 0% / 0%

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