Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.74%
3.26%
6 Months
3.03%
17.84%
1 Year
3.99%
16.84%
3 Years
8.85%
—
5 Years
8.35%
—
Since Inception
10.50%
22.85%
Fund Age
8 yrs 2 mo
7 mo
AUM
₹274.26 Cr
₹37.36 Cr
Alpha – 1 Year
−0.73%
12.12%
Alpha – 3 Years
−3.23%
—
Information Ratio – 3 Years
-0.72
—
Volatility – 1 Year
15.72%
29.93%
Volatility – 3 Years
15.15%
—
Beta – 1 Year
0.89
1.60
Beta – 3 Years
0.94
—
Sharpe Ratio – 1 Year
-0.08
0.48
Sharpe Ratio – 3 Years
0.27
—
Worst Rolling Year
7.13%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−20.31%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 48% · M 27% · S 18%
—
Number of Stocks
40
—
Portfolio P/E
30.14
—
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
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
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
0% of profit
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%