PMS · Equity · Mid & Small Cap
Wallfort Focus Fund
Fund size₹1 Cr
IRRSince inception-3.22%
1Y return-1.12%
Fund age2 yrs 3 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Wallfort Focus | — | −1.12% | −5.91% | — | — | −3.22% |
| Nifty 500 | −8.38% | 4.72% | −0.11% | — | — | 2.37% |
| Excess over benchmark | — | −5.84% | −5.80% | — | — | −5.59% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
25.43%
Benchmark approx 15.86%
A standard deviation reflecting historical swings.
Sensitivity
1.37
Beta vs benchmark 1.00 · 37% more reactive
How strongly the scheme moves with the index.
Risk-reward
−0.11
Sharpe
Excess return gained per unit of volatility.
Fees
VariablePlan A · Shared upsideFixed Management Fee2.00% / yr
Performance Fee10% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.