Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
3.26%
6 Months
11.19%
17.84%
1 Year
4.47%
16.84%
3 Years
14.82%
—
5 Years
12.64%
—
Since Inception
13.38%
22.85%
Fund Age
19 yrs
7 mo
AUM
₹1,249 Cr
₹37.36 Cr
Alpha – 1 Year
4.82%
12.12%
Alpha – 3 Years
5.82%
—
Information Ratio – 3 Years
0.87
—
Volatility – 1 Year
21.24%
29.93%
Volatility – 3 Years
17.51%
—
Beta – 1 Year
1.09
1.60
Beta – 3 Years
1.04
—
Sharpe Ratio – 1 Year
0.05
0.48
Sharpe Ratio – 3 Years
0.69
—
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
L 40% · M 40% · S 15%
—
Number of Stocks
25
—
Portfolio P/E
—
—
Top 5 Holdings
—
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%