Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
9.87%
6 Months
26.95%
46.37%
1 Year
13.12%
29.61%
3 Years
17.80%
24.62%
5 Years
15.04%
—
Since Inception
22.70%
39.89%
Fund Age
8 yrs
20 mo
AUM
₹357.26 Cr
₹147.17 Cr
Alpha – 1 Year
10.14%
24.89%
Alpha – 3 Years
5.90%
12.53%
Information Ratio – 3 Years
0.31
—
Volatility – 1 Year
32.38%
25.97%
Volatility – 3 Years
25.45%
29.84%
Beta – 1 Year
1.68
1.03
Beta – 3 Years
1.37
—
Sharpe Ratio – 1 Year
0.36
0.92
Sharpe Ratio – 3 Years
0.56
1.29
Worst Rolling Year
11.19%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−26.50%
−21.24%
Recovery Period
80 days
58 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
27.28%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
—
Number of Stocks
42
—
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%