Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs Fortuna One: Long term Capital Compounding Approach
Emkay Investments - Indias Golden Decade of Growth
Fortuna One: Long term Capital Compounding Approach
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
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
2.09%
4.05%
6 Months
11.86%
16.98%
1 Year
5.85%
13.25%
3 Years
—
23.80%
5 Years
—
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Since Inception
15.00%
27.59%
Fund Age
2 yrs 10 mo
3 yrs 1 mo
AUM
₹101.25 Cr
₹90.57 Cr
Alpha – 1 Year
1.13%
8.53%
Alpha – 3 Years
—
11.71%
Information Ratio – 3 Years
—
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Volatility – 1 Year
21.08%
28.81%
Volatility – 3 Years
—
28.81%
Beta – 1 Year
1.15
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.51
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
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Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.28%
−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 39% · M 19% · S 43%
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
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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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