Portfolio Management Services (PMS)Compare Schemes
GREEN PORTFOLIO - The Green Ethical Fund vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
GREEN PORTFOLIO - The Green Ethical Fund
Wallfort-India Contra Equity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.65%
3.26%
6 Months
36.06%
17.84%
1 Year
18.40%
16.84%
3 Years
—
—
5 Years
—
—
Since Inception
10.79%
22.85%
Fund Age
2 yrs 1 mo
7 mo
AUM
₹36.18 Cr
₹37.36 Cr
Alpha – 1 Year
15.42%
12.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.13%
29.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
1.60
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
0.48
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−21.62%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 20% · S 30%
—
Number of Stocks
41
—
Portfolio P/E
38.26
—
Top 5 Holdings
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%