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Prime Vision Growth vs Wallfort Focus Fund
Benchmark
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Prime Vision Growth
Wallfort Focus Fund
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Return for the risk
1 yr return
-5%
0%
5%
Wallfort Focus Fund
-1.1% • vol 25.4%
20%
30%
40%
Volatility • 1 yr deviation
Overview
1 Month
1.41%
2.85%
6 Months
0.61%
3.29%
1 Year
—
−1.12%
3 Years
—
—
5 Years
—
—
Since Inception
3.78%
−3.22%
Fund Age
10 mo
1 mo
AUM
₹22.34 Cr
₹1.49 Cr
Outerperformance
Alpha – 1 Year
—
−5.84%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
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
—
—
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fees
Fixed Fee
0.80% / yr
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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