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Dynamic Equities-Bluechip vs Fortuna Two: Inflation Protect Approach

Dynamic Equities-Bluechip

Fortuna Two: Inflation Protect Approach

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Growth of ₹1 Crore

Dynamic Equities-Bluechip

Fortuna Two: Inflation Protect Approach

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

NIFTY 50 Total Return Index · -0.3%

Dynamic Equities-Bluechip

18.1% • vol 19.9%

Fortuna Two: Inflation Protect Approach

8.3% • vol 1.6%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

7.20%

0.55%

6 Months

17.44%

4.27%

1 Year

18.10%

8.31%

3 Years

—

5 Years

—

Since Inception

21.12%

8.33%

Fund Age

2 yrs 5 mo

2 yrs 9 mo

AUM

₹83.78 Cr

₹7.58 Cr

Alpha – 1 Year

18.45%

3.11%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

19.94%

1.63%

Volatility – 3 Years

—

Beta – 1 Year

0.87

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.66

1.73

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−12.14%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

53.08

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

Performance Fee / Plan

—

Exit Load (Y1 / Y2 / Y3)

—

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