Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Fractal Capital - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.05%
5.48%
6 Months
16.98%
13.51%
1 Year
13.25%
1.35%
3 Years
23.80%
13.26%
5 Years
—
—
Since Inception
27.59%
19.28%
Fund Age
3 yrs 1 mo
4 yrs 2 mo
AUM
₹90.57 Cr
₹36.17 Cr
Alpha – 1 Year
8.53%
−3.37%
Alpha – 3 Years
11.71%
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
28.81%
24.66%
Volatility – 3 Years
28.81%
18.82%
Beta – 1 Year
—
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.51
-0.05
Sharpe Ratio – 3 Years
0.51
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.75%
−26.89%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 8% · M 16% · S 76%
Number of Stocks
—
24
Portfolio P/E
—
29.70
Top 5 Holdings
—
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%