Portfolio Management Services (PMS)Compare Schemes
Unifi BCAD-2-BREAKOUT 20 vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Unifi BCAD-2-BREAKOUT 20
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.01%
3.26%
6 Months
9.93%
17.84%
1 Year
7.49%
16.84%
3 Years
9.34%
—
5 Years
—
—
Since Inception
11.87%
22.85%
Fund Age
4 yrs 7 mo
7 mo
AUM
₹1,953.44 Cr
₹37.36 Cr
Alpha – 1 Year
2.77%
12.12%
Alpha – 3 Years
−2.75%
—
Information Ratio – 3 Years
-0.26
—
Volatility – 1 Year
19.15%
29.93%
Volatility – 3 Years
16.91%
—
Beta – 1 Year
1.06
1.60
Beta – 3 Years
1.03
—
Sharpe Ratio – 1 Year
0.19
0.48
Sharpe Ratio – 3 Years
0.30
—
Worst Rolling Year
8.22%
—
Value at Worst Rolling Year
₹1.08 Cr
—
Deepest Drawdown
−20.91%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.78%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 8% · S 75%
—
Number of Stocks
—
—
Portfolio P/E
23.80
—
Top 5 Holdings
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
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)
—
0% / 0% / 0%