Portfolio Management Services (PMS)Compare Schemes
Wallfort-India Contra Equity Fund vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Wallfort-India Contra Equity Fund
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
3.26%
−0.67%
6 Months
17.84%
−7.55%
1 Year
16.84%
0.34%
3 Years
—
—
5 Years
—
—
Since Inception
22.85%
12.70%
Fund Age
7 mo
2 yrs 3 mo
AUM
₹37.36 Cr
₹7.52 Cr
Alpha – 1 Year
12.12%
−2.64%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
29.93%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
1.60
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.48
-0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
10% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—