Portfolio Management Services (PMS)Compare Schemes
Dynamic Midcap Mavens vs Fortune Wealth - Multicap Value Fund
Add SchemeGrowth of ₹1 Crore
Dynamic Midcap Mavens
Fortune Wealth - Multicap Value Fund
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.55%
0.42%
6 Months
—
5.54%
1 Year
—
14.83%
3 Years
—
—
5 Years
—
—
Since Inception
8.03%
7.05%
Fund Age
5 mo
2 yrs 4 mo
AUM
₹2.59 Cr
₹372.29 Cr
Alpha – 1 Year
—
10.11%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
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
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
10
—
Portfolio P/E
47.71
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%