Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
Wallfort-India Contra Equity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.02%
3.26%
6 Months
20.43%
17.84%
1 Year
14.98%
16.84%
3 Years
—
—
5 Years
—
—
Since Inception
20.69%
22.85%
Fund Age
2 yrs 8 mo
7 mo
AUM
₹320.35 Cr
₹37.36 Cr
Alpha – 1 Year
12.00%
12.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.24%
29.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.26
1.60
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
0.48
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.04%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 5% · M 36% · S 51%
—
Number of Stocks
29
—
Portfolio P/E
40.22
—
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
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 · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%