Portfolio Management Services (PMS)Compare Schemes
Ambit Anchor vs Fortune Wealth - Multicap Value Fund
Add SchemeReturn for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 5.2%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.82%
0.42%
6 Months
5.27%
5.54%
1 Year
10.43%
14.83%
3 Years
—
—
5 Years
—
—
Since Inception
12.59%
7.05%
Fund Age
1 yr 10 mo
2 yrs 4 mo
AUM
₹146.15 Cr
₹372.29 Cr
Alpha – 1 Year
5.23%
10.11%
Alpha – 3 Years
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—
Information Ratio – 3 Years
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—
Volatility – 1 Year
—
21.78%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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—
Top 5 Holdings
Earlysalary · 11.07%
Oxyzo · 9.57%
Keertana Finserv · 8.27%
Vivritri Capital · 8.04%
AYE Finance · 6.94%
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Top Sectors
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Fixed Fee
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1.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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0% / 0% / 0%