Compare Schemes

Omni Barons vs Wallfort Focus Fund

Omni Barons

Wallfort Focus Fund

Add Scheme

Growth of ₹1 Crore

Omni Barons

Wallfort Focus Fund

Return for the risk

1 yr return

-5%

Wallfort Focus Fund

-1.1% • vol 25.4%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

−1.38%

2.85%

6 Months

5.97%

3.29%

1 Year

—

−1.12%

3 Years

—

5 Years

—

Since Inception

6.30%

−3.22%

Fund Age

8 mo

1 mo

AUM

₹0.57 Cr

₹1.49 Cr

Alpha – 1 Year

—

−5.84%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

25.43%

Volatility – 3 Years

—

Beta – 1 Year

—

1.37

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.11

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 27% · M 40% · S 33%

—

Number of Stocks

—

Portfolio P/E

9.23

—

Top 5 Holdings

Power Finance Corporation Ltd · 6.70%

IDFC First Bank Ltd · 6.70%

Union Bank of India · 6.70%

Indian Bank · 6.70%

Central Bank of India · 6.70%

—

Top Sectors

Financial Services · 73.20%

Power · 13.40%

Capital Goods · 6.70%

—

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%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.