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FIRST--Moderate strategy vs Wallfort-Ameya Fund

FIRST--Moderate strategy

Wallfort-Ameya Fund

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Growth of ₹1 Crore

FIRST--Moderate strategy

Wallfort-Ameya Fund

Return for the risk

3 yrs return

20%

25%

30%

Wallfort-Ameya Fund

24.6% • vol 29.8%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

0.61%

9.87%

6 Months

4.10%

46.37%

1 Year

8.70%

29.61%

3 Years

—

24.62%

5 Years

—

Since Inception

9.63%

39.89%

Fund Age

2 yrs 4 mo

20 mo

AUM

₹98.62 Cr

₹147.17 Cr

Alpha – 1 Year

3.50%

24.89%

Alpha – 3 Years

—

12.53%

Information Ratio – 3 Years

—

Volatility – 1 Year

0.83%

25.97%

Volatility – 3 Years

—

29.84%

Beta – 1 Year

0.26

1.03

Beta – 3 Years

—

Sharpe Ratio – 1 Year

3.58

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

—

Fixed Fee

1.00% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

10% of profit

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

0% / 0% / 0%

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