Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Wallfort-India Contra Equity Fund
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
20%
Nifty 500 · -5.5%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.32%
3.26%
6 Months
4.47%
17.84%
1 Year
−9.70%
16.84%
3 Years
—
—
5 Years
—
—
Since Inception
13.40%
22.85%
Fund Age
2 yrs 8 mo
7 mo
AUM
₹11.72 Cr
₹37.36 Cr
Alpha – 1 Year
−4.20%
12.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.16%
29.93%
Volatility – 3 Years
—
—
Beta – 1 Year
0.51
1.60
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.67
0.48
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.15%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 21% · S 9%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%