Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Wallfort-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Wallfort-Diversified Fund
Return for the risk
3 yrs return
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.65%
0.44%
6 Months
52.84%
24.87%
1 Year
44.79%
7.81%
3 Years
—
29.92%
5 Years
—
26.50%
Since Inception
24.04%
23.67%
Fund Age
19 mo
5 yrs 9 mo
AUM
₹65.12 Cr
₹607.62 Cr
Alpha – 1 Year
40.07%
3.09%
Alpha – 3 Years
—
17.83%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
32.99%
37.31%
Volatility – 3 Years
—
29.20%
Beta – 1 Year
1.48
1.91
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.12
0.22
Sharpe Ratio – 3 Years
—
2.38
Worst Rolling Year
—
7.15%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.77%
−15.58%
Recovery Period
Not yet recovered
40 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
Optiemus Infracom Ltd · 10.22%
Agarwal Industrial Corporation Ltd · 9.15%
Goldiam International Ltd · 8.04%
Eimco Elecon (India) Ltd · 7.56%
Nikhil Adhesives Ltd · 7.48%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%