Compare Schemes

PlusWealth Catalyst vs Vallum India Discovery

PlusWealth Catalyst

Vallum India Discovery

Add Scheme

Growth of ₹1 Crore

PlusWealth Catalyst

Vallum India Discovery

Return for the risk

3 yrs return

10%

15%

Vallum India Discovery

11.8% • vol 20.7%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

11.18%

8.27%

6 Months

61.92%

25.28%

1 Year

—

14.17%

3 Years

—

11.84%

5 Years

—

13.19%

Since Inception

80.37%

20.72%

Fund Age

8 mo

5 yrs 11 mo

AUM

₹4.39 Cr

₹1,246.45 Cr

Alpha – 1 Year

—

9.45%

Alpha – 3 Years

—

−0.25%

Information Ratio – 3 Years

—

0.04

Volatility – 1 Year

—

23.38%

Volatility – 3 Years

—

20.74%

Beta – 1 Year

—

1.12

Beta – 3 Years

—

1.17

Sharpe Ratio – 1 Year

—

0.45

Sharpe Ratio – 3 Years

—

0.42

Worst Rolling Year

—

8.63%

Value at Worst Rolling Year

—

₹1.09 Cr

Deepest Drawdown

—

−32.42%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

19.18%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.50% / yr

1.25% / yr

Performance Fee / Plan

Fixed Plan

15% of profit, above 10%

Exit Load (Y1 / Y2 / Y3)

1% / 0% / 0%

1% / 0.5% / 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.