Portfolio Management Services (PMS)Compare Schemes
THINQWISE INDIA LONG TERM FUND vs Wallfort Focus Fund
Add SchemeGrowth of ₹1 Crore
THINQWISE INDIA LONG TERM FUND
Wallfort Focus Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.86%
2.85%
6 Months
8.56%
3.29%
1 Year
5.56%
−1.12%
3 Years
8.84%
—
5 Years
—
—
Since Inception
10.12%
−3.22%
Fund Age
3 yrs 2 mo
1 mo
AUM
₹45.94 Cr
₹1.49 Cr
Alpha – 1 Year
5.91%
−5.84%
Alpha – 3 Years
−0.16%
—
Information Ratio – 3 Years
0.15
—
Volatility – 1 Year
23.84%
25.43%
Volatility – 3 Years
20.02%
—
Beta – 1 Year
1.25
1.37
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
0.12
-0.11
Sharpe Ratio – 3 Years
0.26
—
Worst Rolling Year
7.39%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−26.84%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
9.37%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
14
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%