Portfolio Management Services (PMS)Compare Schemes
Purnartha Pratham Strategy vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Purnartha Pratham Strategy
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
5.49%
9.87%
6 Months
9.46%
46.37%
1 Year
17.52%
29.61%
3 Years
14.28%
24.62%
5 Years
9.02%
—
Since Inception
12.49%
39.89%
Fund Age
5 yrs 11 mo
20 mo
AUM
₹1,633.45 Cr
₹147.17 Cr
Alpha – 1 Year
12.80%
24.89%
Alpha – 3 Years
2.19%
12.53%
Information Ratio – 3 Years
0.28
—
Volatility – 1 Year
23.87%
25.97%
Volatility – 3 Years
18.97%
29.84%
Beta – 1 Year
1.12
1.03
Beta – 3 Years
1.06
—
Sharpe Ratio – 1 Year
0.57
0.92
Sharpe Ratio – 3 Years
0.55
1.29
Worst Rolling Year
7.21%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−20.29%
−21.24%
Recovery Period
549 days
58 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.49%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 11% · S 40%
—
Number of Stocks
—
—
Portfolio P/E
24.05
—
Top 5 Holdings
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 25%
10% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%