Portfolio Management Services (PMS)Compare Schemes
Maximal Income Fund vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Maximal Income Fund
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 5.5%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.24%
3.26%
6 Months
7.09%
17.84%
1 Year
17.57%
16.84%
3 Years
20.39%
—
5 Years
—
—
Since Inception
19.75%
22.85%
Fund Age
4 yrs 2 mo
7 mo
AUM
₹49.8 Cr
₹37.36 Cr
Alpha – 1 Year
16.32%
12.12%
Alpha – 3 Years
14.92%
—
Information Ratio – 3 Years
1.66
—
Volatility – 1 Year
7.36%
29.93%
Volatility – 3 Years
8.69%
—
Beta – 1 Year
1.50
1.60
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
1.55
0.48
Sharpe Ratio – 3 Years
1.63
—
Worst Rolling Year
18.51%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.68%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
15% of profit, above 15%
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%