Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
16.98%
4.79%
1 Year
13.25%
−0.59%
3 Years
23.80%
11.57%
5 Years
—
13.86%
Since Inception
27.59%
15.96%
Fund Age
3 yrs 1 mo
5 yrs 5 mo
AUM
₹90.57 Cr
₹45.81 Cr
Alpha – 1 Year
8.53%
−5.31%
Alpha – 3 Years
11.71%
−0.52%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
28.81%
21.96%
Volatility – 3 Years
28.81%
17.35%
Beta – 1 Year
—
1.19
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.51
-0.16
Sharpe Ratio – 3 Years
0.51
0.42
Worst Rolling Year
—
10.84%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.75%
−22.24%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 23% · M 4% · S 73%
Number of Stocks
—
16
Portfolio P/E
—
22.00
Top 5 Holdings
—
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%