Portfolio Management Services (PMS)Compare Schemes
Angel One -Ionic PIPE Strategy vs Fortuna One: Long term Capital Compounding Approach
Add SchemeGrowth of ₹1 Crore
Angel One -Ionic PIPE Strategy
Fortuna One: Long term Capital Compounding Approach
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.31%
4.05%
6 Months
−2.04%
16.98%
1 Year
−0.53%
13.25%
3 Years
—
23.80%
5 Years
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Since Inception
0.16%
27.59%
Fund Age
18 mo
3 yrs 1 mo
AUM
₹43.74 Cr
₹90.57 Cr
Alpha – 1 Year
−3.51%
8.53%
Alpha – 3 Years
—
11.71%
Information Ratio – 3 Years
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Volatility – 1 Year
21.70%
28.81%
Volatility – 3 Years
—
28.81%
Beta – 1 Year
1.21
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Beta – 3 Years
—
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Sharpe Ratio – 1 Year
-0.17
0.51
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
−18.25%
−15.75%
Recovery Period
Not yet recovered
36 days
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 36% · M 15% · S 46%
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Number of Stocks
19
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Portfolio P/E
9.63
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Top 5 Holdings
PVR Inox Ltd · 10.37%
Nippon Life India Asset Management Ltd · 10.01%
Tata Motors Passenger Vehicles Ltd · 9.58%
Bajaj Finance Ltd · 6.56%
Indiamart Intermesh Ltd · 6.34%
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Top Sectors
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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