Portfolio Management Services (PMS)Compare Schemes
Tcg India Investment Opportunities Portfolio vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Tcg India Investment Opportunities Portfolio
Wallfort-Ameya Fund
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.64%
9.87%
6 Months
20.32%
46.37%
1 Year
29.93%
29.61%
3 Years
—
24.62%
5 Years
—
—
Since Inception
15.24%
39.89%
Fund Age
1 yr 9 mo
20 mo
AUM
₹3.17 Cr
₹147.17 Cr
Alpha – 1 Year
25.21%
24.89%
Alpha – 3 Years
—
12.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.54%
25.97%
Volatility – 3 Years
—
29.84%
Beta – 1 Year
1.19
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.97
0.92
Sharpe Ratio – 3 Years
—
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−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 28% · M 19% · S 50%
—
Number of Stocks
36
—
Portfolio P/E
71.00
—
Top 5 Holdings
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
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
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%