Portfolio Management Services (PMS)Compare Schemes
Wallfort-Ameya Fund vs Wave - Pure Alpha
Add SchemeGrowth of ₹1 Crore
Wallfort-Ameya Fund
Wave - Pure Alpha
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%
−0.38%
6 Months
46.37%
6.45%
1 Year
29.61%
9.69%
3 Years
24.62%
—
5 Years
—
—
Since Inception
39.89%
13.06%
Fund Age
20 mo
2 yrs 5 mo
AUM
₹147.17 Cr
₹23.84 Cr
Alpha – 1 Year
24.89%
4.97%
Alpha – 3 Years
12.53%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
25.97%
20.03%
Volatility – 3 Years
29.84%
—
Beta – 1 Year
1.03
1.04
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.92
0.29
Sharpe Ratio – 3 Years
1.29
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−21.24%
−13.77%
Recovery Period
58 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
10% of profit
15% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%