Portfolio Management Services (PMS)Compare Schemes
Systamatix - Dynamic Investment vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Systamatix - Dynamic Investment
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 10.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.60%
3.26%
6 Months
26.61%
17.84%
1 Year
33.69%
16.84%
3 Years
25.74%
—
5 Years
21.83%
—
Since Inception
—
22.85%
Fund Age
8 yrs 4 mo
7 mo
AUM
₹158.52 Cr
₹37.36 Cr
Alpha – 1 Year
29.93%
12.12%
Alpha – 3 Years
14.85%
—
Information Ratio – 3 Years
1.52
—
Volatility – 1 Year
19.82%
29.93%
Volatility – 3 Years
19.44%
—
Beta – 1 Year
1.03
1.60
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
1.29
0.48
Sharpe Ratio – 3 Years
1.16
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 28% · S 38%
—
Number of Stocks
20
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
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
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%