Know Your PMS · Monthly tearsheet
Wallfort India Contra Equity Fund
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_20267 months filedBM: BSE 500 TRIBM: BenchmarkBM: BSE500TRI
CAGR
Needs 12 months
Total return
14.03%
Max drawdown
-15.71%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
59.26%
Best / worst month
20.4% / -15.7%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | – | – | -15.71% | 20.45% | 3.29% | 9.79% | -0.87% | 3.26% | -3.24% | – | – | – | 14.03% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 15.71% | 1 mo |
| Sep_2026 | Sep_2026 | Ongoing | 3.24% | 1 mo · open |
| Jul_2026 | Jul_2026 | Aug_2026 | 0.87% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
3 mo
Longest loss streak
1 mo
Ann. volatility
35.91%
Downside deviation
32.13%