Portfolio Management Services (PMS)Compare Schemes
Dezerv Dynamic Debt Strategy vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Dezerv Dynamic Debt Strategy
Wallfort-Ameya Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 6.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.82%
9.87%
6 Months
4.85%
46.37%
1 Year
10.04%
29.61%
3 Years
10.45%
24.62%
5 Years
—
—
Since Inception
10.05%
39.89%
Fund Age
2 yrs 6 mo
20 mo
AUM
₹286.26 Cr
₹147.17 Cr
Alpha – 1 Year
4.84%
24.89%
Alpha – 3 Years
3.56%
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%