Portfolio Management Services (PMS)Compare Schemes
Wallfort-Ameya Fund vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Wallfort-Ameya Fund
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
9.87%
0.30%
6 Months
46.37%
26.99%
1 Year
29.61%
26.29%
3 Years
24.62%
27.01%
5 Years
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Since Inception
39.89%
35.84%
Fund Age
20 mo
4 yrs 3 mo
AUM
₹147.17 Cr
₹521.91 Cr
Alpha – 1 Year
24.89%
28.33%
Alpha – 3 Years
12.53%
20.36%
Information Ratio – 3 Years
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—
Volatility – 1 Year
25.97%
31.27%
Volatility – 3 Years
29.84%
25.96%
Beta – 1 Year
1.03
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.92
0.72
Sharpe Ratio – 3 Years
1.29
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−21.24%
−26.38%
Recovery Period
58 days
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
49
Portfolio P/E
—
21.17
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%
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Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
10% of profit
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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