Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.47%
9.87%
6 Months
3.88%
46.37%
1 Year
−7.98%
29.61%
3 Years
11.06%
24.62%
5 Years
10.06%
—
Since Inception
11.56%
39.89%
Fund Age
5 yrs 3 mo
20 mo
AUM
₹106.37 Cr
₹147.17 Cr
Alpha – 1 Year
−10.96%
24.89%
Alpha – 3 Years
−0.82%
12.53%
Information Ratio – 3 Years
0.00
—
Volatility – 1 Year
16.00%
25.97%
Volatility – 3 Years
17.59%
29.84%
Beta – 1 Year
0.79
1.03
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.78
0.92
Sharpe Ratio – 3 Years
0.42
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−21.24%
Recovery Period
—
58 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%