Portfolio Management Services (PMS)Compare Schemes
Wallfort-Ameya Fund vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Wallfort-Ameya Fund
Wave-Bloom
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
9.87%
−0.67%
6 Months
46.37%
−7.55%
1 Year
29.61%
0.34%
3 Years
24.62%
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5 Years
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Since Inception
39.89%
12.70%
Fund Age
20 mo
2 yrs 3 mo
AUM
₹147.17 Cr
₹7.52 Cr
Alpha – 1 Year
24.89%
−2.64%
Alpha – 3 Years
12.53%
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Information Ratio – 3 Years
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Volatility – 1 Year
25.97%
8.98%
Volatility – 3 Years
29.84%
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Beta – 1 Year
1.03
0.39
Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.92
-0.50
Sharpe Ratio – 3 Years
1.29
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
−21.24%
−10.25%
Recovery Period
58 days
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 71% · M 18% · S 10%
Number of Stocks
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10
Portfolio P/E
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15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.00% / yr
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Performance Fee / Plan
10% of profit
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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