Portfolio Management Services (PMS)Compare Schemes
Valcreate Growing India vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Valcreate Growing India
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
3.18%
3.26%
6 Months
5.18%
17.84%
1 Year
3.95%
16.84%
3 Years
9.49%
—
5 Years
—
—
Since Inception
13.85%
22.85%
Fund Age
3 yrs 6 mo
7 mo
AUM
₹16.52 Cr
₹37.36 Cr
Alpha – 1 Year
−0.77%
12.12%
Alpha – 3 Years
−2.60%
—
Information Ratio – 3 Years
0.20
—
Volatility – 1 Year
25.52%
29.93%
Volatility – 3 Years
21.32%
—
Beta – 1 Year
1.24
1.60
Beta – 3 Years
1.16
—
Sharpe Ratio – 1 Year
0.06
0.48
Sharpe Ratio – 3 Years
0.41
—
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Punjab National Bank · 6.72%
Sharda Cropchem Ltd · 6.30%
Swaraj Engines Ltd · 6.12%
Bank of Baroda · 5.94%
Can Fin Homes Ltd · 5.87%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%