Portfolio Management Services (PMS)Compare Schemes
Scient - Aries vs Wallfort-Avenue Fund
Add SchemeGrowth of ₹1 Crore
Scient - Aries
Wallfort-Avenue Fund
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 9.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.96%
3.79%
6 Months
−5.85%
18.76%
1 Year
1.08%
31.67%
3 Years
1.92%
24.57%
5 Years
1.54%
—
Since Inception
4.73%
26.31%
Fund Age
9 yrs 11 mo
2 yrs 4 mo
AUM
₹4.85 Cr
₹160.31 Cr
Alpha – 1 Year
−8.50%
26.95%
Alpha – 3 Years
−7.97%
12.48%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.90%
17.93%
Volatility – 3 Years
26.17%
20.59%
Beta – 1 Year
—
0.80
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.53
1.34
Sharpe Ratio – 3 Years
0.01
1.78
Worst Rolling Year
2.80%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
−28.72%
−12.22%
Recovery Period
Not yet recovered
69 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.18%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Cash & Cash Equivalent · 29.14%
Indian Metals & Ferro Alloys Ltd · 23.29%
Eimco Elecon (India) Ltd · 9.14%
Archean Chemical Industries Ltd · 4.95%
J Kumar Infraprojects Ltd · 4.41%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%