Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.40%
9.87%
6 Months
22.62%
46.37%
1 Year
24.22%
29.61%
3 Years
21.85%
24.62%
5 Years
23.03%
—
Since Inception
26.36%
39.89%
Fund Age
5 yrs 7 mo
20 mo
AUM
₹1,251.52 Cr
₹147.17 Cr
Alpha – 1 Year
19.50%
24.89%
Alpha – 3 Years
9.76%
12.53%
Information Ratio – 3 Years
1.14
—
Volatility – 1 Year
21.48%
25.97%
Volatility – 3 Years
19.09%
29.84%
Beta – 1 Year
1.12
1.03
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.87
0.92
Sharpe Ratio – 3 Years
0.92
1.29
Worst Rolling Year
19.03%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−23.65%
−21.24%
Recovery Period
428 days
58 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
25.78%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
—
Number of Stocks
60
—
Portfolio P/E
39.40
—
Top 5 Holdings
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%