Portfolio Management Services (PMS)Compare Schemes
Marcellus -MeritorQ - PMS vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Marcellus -MeritorQ - PMS
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
3.26%
6 Months
5.19%
17.84%
1 Year
−0.45%
16.84%
3 Years
11.72%
—
5 Years
—
—
Since Inception
12.62%
22.85%
Fund Age
3 yrs 8 mo
7 mo
AUM
₹42.96 Cr
₹37.36 Cr
Alpha – 1 Year
−3.43%
12.12%
Alpha – 3 Years
−0.17%
—
Information Ratio – 3 Years
-0.16
—
Volatility – 1 Year
16.93%
29.93%
Volatility – 3 Years
15.20%
—
Beta – 1 Year
0.92
1.60
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
-0.27
0.48
Sharpe Ratio – 3 Years
0.45
—
Worst Rolling Year
11.64%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−20.38%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.01%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 39% · M 39% · S 22%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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%