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Money Life - Mas Growth vs Wallfort-Ameya Fund
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Money Life - Mas Growth
Wallfort-Ameya Fund
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Growth of
₹1 Crore
Money Life - Mas Growth
Wallfort-Ameya Fund
Since Inception
1Y
Return for the risk
3Y
1Y
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
Money Life - Mas Growth
14.8% • vol 21.1%
Wallfort-Ameya Fund
24.6% • vol 29.8%
10%
20%
30%
40%
Volatility • 3 yrs deviation
Overview
1 Month
2.70%
9.87%
6 Months
18.50%
46.37%
1 Year
9.19%
29.61%
3 Years
14.83%
24.62%
5 Years
14.00%
—
Since Inception
21.97%
39.89%
Fund Age
6 yrs 10 mo
20 mo
AUM
₹147.62 Cr
₹147.17 Cr
Outerperformance
Alpha – 1 Year
9.54%
24.89%
Alpha – 3 Years
5.83%
12.53%
Information Ratio – 3 Years
0.34
—
Risk Ratios
Volatility – 1 Year
19.11%
25.97%
Volatility – 3 Years
21.05%
29.84%
Beta – 1 Year
0.83
1.03
Beta – 3 Years
0.91
—
Sharpe Ratio – 1 Year
0.27
0.92
Sharpe Ratio – 3 Years
0.51
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−21.24%
Recovery Period
—
58 days
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
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
—
—
Fees
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%
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