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Anand Rathi Advisors - IDEAA PMS vs Fortuna One: Long term Capital Compounding Approach

Anand Rathi Advisors - IDEAA PMS

Fortuna One: Long term Capital Compounding Approach

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Growth of ₹1 Crore

Anand Rathi Advisors - IDEAA PMS

Fortuna One: Long term Capital Compounding Approach

Return for the risk

3 yrs return

20%

25%

30%

Fortuna One: Long term Capital Compounding Approach

23.8% • vol 28.8%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

1.00%

4.05%

6 Months

2.30%

16.98%

1 Year

14.70%

13.25%

3 Years

—

23.80%

5 Years

—

Since Inception

11.00%

27.59%

Fund Age

16 mo

3 yrs 1 mo

AUM

₹82.94 Cr

₹90.57 Cr

Alpha – 1 Year

7.80%

8.53%

Alpha – 3 Years

—

11.71%

Information Ratio – 3 Years

—

Volatility – 1 Year

17.53%

28.81%

Volatility – 3 Years

—

28.81%

Beta – 1 Year

1.69

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.57

0.51

Sharpe Ratio – 3 Years

—

0.51

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−12.55%

−15.75%

Recovery Period

Not yet recovered

36 days

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

—

Top Sectors

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

—

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