Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Green Lantern - Alpha Fund
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%
−0.10%
6 Months
16.98%
6.51%
1 Year
13.25%
15.14%
3 Years
23.80%
23.23%
5 Years
—
23.21%
Since Inception
27.59%
29.55%
Fund Age
3 yrs 1 mo
6 yrs 6 mo
AUM
₹90.57 Cr
₹66.34 Cr
Alpha – 1 Year
8.53%
10.42%
Alpha – 3 Years
11.71%
11.14%
Information Ratio – 3 Years
—
1.31
Volatility – 1 Year
28.81%
19.62%
Volatility – 3 Years
28.81%
17.58%
Beta – 1 Year
—
1.01
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.51
0.54
Sharpe Ratio – 3 Years
0.51
0.98
Worst Rolling Year
—
23.09%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−15.75%
−16.37%
Recovery Period
36 days
308 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
34.82%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 34% · M 14% · S 34%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
—
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%