Portfolio Management Services (PMS)Compare Schemes
SHREE SMART MARKET PLAN vs Wallfort Focus Fund
Add SchemeGrowth of ₹1 Crore
SHREE SMART MARKET PLAN
Wallfort Focus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.81%
2.85%
6 Months
1.04%
3.29%
1 Year
0.26%
−1.12%
3 Years
5.24%
—
5 Years
—
—
Since Inception
8.72%
−3.22%
Fund Age
4 yrs 3 mo
1 mo
AUM
₹53.49 Cr
₹1.49 Cr
Alpha – 1 Year
0.69%
−5.84%
Alpha – 3 Years
−3.33%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.93%
25.43%
Volatility – 3 Years
23.60%
—
Beta – 1 Year
1.08
1.37
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.06
-0.11
Sharpe Ratio – 3 Years
0.67
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−13.25%
—
Recovery Period
92 days
—
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%