Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.32%
3.26%
6 Months
3.83%
17.84%
1 Year
9.77%
16.84%
3 Years
13.19%
—
5 Years
12.01%
—
Since Inception
14.38%
22.85%
Fund Age
6 yrs 8 mo
7 mo
AUM
₹42.66 Cr
₹37.36 Cr
Alpha – 1 Year
3.80%
12.12%
Alpha – 3 Years
2.30%
—
Information Ratio – 3 Years
0.23
—
Volatility – 1 Year
15.84%
29.93%
Volatility – 3 Years
12.64%
—
Beta – 1 Year
1.56
1.60
Beta – 3 Years
1.48
—
Sharpe Ratio – 1 Year
0.32
0.48
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
9.09%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−15.18%
—
Recovery Period
119 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.49%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
—
Number of Stocks
16
—
Portfolio P/E
—
—
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%