Know Your PMS · Monthly tearsheet
Wallfort Ameya Fund
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_20267 months filedBM: BSE 500 TRI
CAGR
Needs 12 months
Total return
52.09%
Max drawdown
-5.11%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
62.16%
Best / worst month
18.6% / -5.1%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | – | – | -5.11% | 18.63% | 5.45% | 8.92% | 3.03% | 9.87% | 3.92% | – | – | – | 52.09% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Mar_2026 | Mar_2026 | Apr_2026 | 5.11% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
1 mo
Ann. volatility
23.38%
Downside deviation
17.70%