Portfolio Management Services (PMS)Compare Schemes
Valtrust equity funds vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Valtrust equity funds
Wallfort-India Contra Equity Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.45%
3.26%
6 Months
9.02%
17.84%
1 Year
18.15%
16.84%
3 Years
18.72%
—
5 Years
—
—
Since Inception
22.94%
22.85%
Fund Age
3 yrs 5 mo
7 mo
AUM
₹3.73 Cr
₹37.36 Cr
Alpha – 1 Year
13.43%
12.12%
Alpha – 3 Years
6.63%
—
Information Ratio – 3 Years
1.00
—
Volatility – 1 Year
14.44%
29.93%
Volatility – 3 Years
12.28%
—
Beta – 1 Year
0.74
1.60
Beta – 3 Years
0.73
—
Sharpe Ratio – 1 Year
0.86
0.48
Sharpe Ratio – 3 Years
1.04
—
Worst Rolling Year
18.23%
—
Value at Worst Rolling Year
₹1.18 Cr
—
Deepest Drawdown
−12.58%
—
Recovery Period
245 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.00%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%