Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Wallfort-Ameya Fund
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.32%
9.87%
6 Months
4.47%
46.37%
1 Year
−9.70%
29.61%
3 Years
—
24.62%
5 Years
—
—
Since Inception
13.40%
39.89%
Fund Age
2 yrs 8 mo
20 mo
AUM
₹11.72 Cr
₹147.17 Cr
Alpha – 1 Year
−4.20%
24.89%
Alpha – 3 Years
—
12.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.16%
25.97%
Volatility – 3 Years
—
29.84%
Beta – 1 Year
0.51
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.67
0.92
Sharpe Ratio – 3 Years
—
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.15%
−21.24%
Recovery Period
Not yet recovered
58 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 17% · M 21% · S 9%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
—
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%