Portfolio Management Services (PMS)Compare Schemes
Dezerv Alpha Focus Strategy vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Dezerv Alpha Focus Strategy
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.60%
9.87%
6 Months
14.05%
46.37%
1 Year
15.60%
29.61%
3 Years
19.68%
24.62%
5 Years
—
—
Since Inception
23.29%
39.89%
Fund Age
3 yrs 4 mo
20 mo
AUM
₹1,227.61 Cr
₹147.17 Cr
Alpha – 1 Year
10.88%
24.89%
Alpha – 3 Years
7.59%
12.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
25.97%
Volatility – 3 Years
—
29.84%
Beta – 1 Year
—
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.92
Sharpe Ratio – 3 Years
—
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
—
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
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—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
10% of profit
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%