Portfolio Management Services (PMS)Compare Schemes
Pace - Flexi vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Pace - Flexi
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.57%
3.26%
6 Months
3.80%
17.84%
1 Year
20.95%
16.84%
3 Years
16.43%
—
5 Years
15.76%
—
Since Inception
14.79%
22.85%
Fund Age
5 yrs 8 mo
7 mo
AUM
₹116.87 Cr
₹37.36 Cr
Alpha – 1 Year
13.41%
12.12%
Alpha – 3 Years
5.18%
—
Information Ratio – 3 Years
0.32
—
Volatility – 1 Year
9.08%
29.93%
Volatility – 3 Years
12.28%
—
Beta – 1 Year
0.54
1.60
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
1.56
0.48
Sharpe Ratio – 3 Years
0.88
—
Worst Rolling Year
10.68%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−18.39%
—
Recovery Period
200 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.68%
—
5-Year Rolling Windows Positive
100.00%
—
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
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%