Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Wallfort-Ameya Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.11%
9.87%
6 Months
4.12%
46.37%
1 Year
−0.25%
29.61%
3 Years
10.95%
24.62%
5 Years
10.56%
—
Since Inception
10.62%
39.89%
Fund Age
13 yrs 8 mo
20 mo
AUM
₹41.22 Cr
₹147.17 Cr
Alpha – 1 Year
0.18%
24.89%
Alpha – 3 Years
2.39%
12.53%
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
20.61%
25.97%
Volatility – 3 Years
17.57%
29.84%
Beta – 1 Year
1.24
1.03
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
-0.18
0.92
Sharpe Ratio – 3 Years
0.46
1.29
Worst Rolling Year
-10.52%
—
Value at Worst Rolling Year
₹0.89 Cr
—
Deepest Drawdown
−22.41%
−21.24%
Recovery Period
Not yet recovered
58 days
1-Year Rolling Windows Positive
93.48%
—
Median Rolling Year
12.26%
—
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 70% · M 29%
—
Number of Stocks
25
—
Portfolio P/E
36.71
—
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%