Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
3.26%
6 Months
5.63%
17.84%
1 Year
4.60%
16.84%
3 Years
14.51%
—
5 Years
12.90%
—
Since Inception
19.56%
22.85%
Fund Age
6 yrs 4 mo
7 mo
AUM
₹1,566.43 Cr
₹37.36 Cr
Alpha – 1 Year
1.62%
12.12%
Alpha – 3 Years
2.62%
—
Information Ratio – 3 Years
0.58
—
Volatility – 1 Year
21.65%
29.93%
Volatility – 3 Years
16.64%
—
Beta – 1 Year
1.18
1.60
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.06
0.48
Sharpe Ratio – 3 Years
0.58
—
Worst Rolling Year
12.32%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−20.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.14%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 24% · S 29%
—
Number of Stocks
42
—
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%