PMS · Equity · Mid & Small Cap
Wallfort-India Contra Equity Fund
Fund size₹37 Cr
IRRSince inception22.85%
1Y return16.84%
Fund age7 mo
Fund Manager
Growth of₹Cr
Wallfort India Contra Equity
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Wallfort India Contra Equity | — | 16.84% | 11.77% | — | — | 22.85% |
| Nifty 500 | −8.38% | 4.72% | −0.11% | — | — | 8.18% |
| Excess over benchmark | — | 12.12% | 11.88% | — | — | 14.67% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2024.
Risk : What you take on to earn the return
Volatility
29.93%
Benchmark approx 15.76%
A standard deviation reflecting historical swings.
Sensitivity
1.60
Beta vs benchmark 1.00 · 60% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.48
Sharpe
Excess return gained per unit of volatility.
Portfolio Details : Where the money actually sits
Asset class
Equity
Top 5 holdings
Aditya Birla Real Estate Ltd16.62%
Kalyani Steels Ltd15.41%
L G Balakrishnan & Bros Ltd12.63%
HDFC Bank Ltd11.21%
Kolte Patil Developers Ltd10.11%
Fees
VariablePlan A · Shared upsideFixed Management Fee2.00% / yr
Performance Fee10% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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