Portfolio Management Services (PMS)Compare Schemes
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow) vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Ksema - Multi Asset Portfolio (Ctrl+Alt+Grow)
Wallfort-India Contra Equity Fund
Return for the risk
1 yr return
10%
15%
20%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.53%
3.26%
6 Months
0.57%
17.84%
1 Year
—
16.84%
3 Years
—
—
5 Years
—
—
Since Inception
2.03%
22.85%
Fund Age
7 mo
7 mo
AUM
₹0.29 Cr
₹37.36 Cr
Alpha – 1 Year
—
12.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
29.93%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.60
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.48
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
L 17% · M 21% · S 6%
—
Number of Stocks
20
—
Portfolio P/E
15.87
—
Top 5 Holdings
Vedanta Iron & Steel Ltd · 8.22%
Nippon India ETF Hang Seng BeES · 7.87%
Knowledge Realty Trust · 7.21%
IndiGrid Infrastructure Trust · 6.79%
Nippon India Silver ETF · 6.53%
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
Others · 23.38%
Oil, Gas & Consumable Fuels · 16.98%
Realty · 13.45%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%