Portfolio Management Services (PMS)Compare Schemes
MOAT - Emerging Moat vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
MOAT - Emerging Moat
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.64%
9.87%
6 Months
5.29%
46.37%
1 Year
2.64%
29.61%
3 Years
8.64%
24.62%
5 Years
—
—
Since Inception
12.31%
39.89%
Fund Age
3 yrs 11 mo
20 mo
AUM
₹56.94 Cr
₹147.17 Cr
Alpha – 1 Year
−2.08%
24.89%
Alpha – 3 Years
−3.45%
12.53%
Information Ratio – 3 Years
-0.33
—
Volatility – 1 Year
19.56%
25.97%
Volatility – 3 Years
17.76%
29.84%
Beta – 1 Year
1.08
1.03
Beta – 3 Years
1.07
—
Sharpe Ratio – 1 Year
-0.05
0.92
Sharpe Ratio – 3 Years
0.31
1.29
Worst Rolling Year
8.64%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−25.57%
−21.24%
Recovery Period
Not yet recovered
58 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
14.83%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%