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Prime Velocity vs Wallfort Focus Fund

Prime Velocity

Wallfort Focus Fund

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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

3.47%

2.85%

6 Months

10.18%

3.29%

1 Year

—

−1.12%

3 Years

—

5 Years

—

Since Inception

7.03%

−3.22%

Fund Age

10 mo

1 mo

AUM

₹57.72 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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

2.00% / yr

Performance Fee / Plan

Fixed Plan

10% of profit

Exit Load (Y1 / Y2 / Y3)

1% / 0.5% / –

0% / 0% / 0%

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