Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Green Portfolio - The Impact ESG Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.05%
−3.33%
6 Months
16.98%
24.60%
1 Year
13.25%
7.56%
3 Years
23.80%
20.98%
5 Years
—
—
Since Inception
27.59%
24.10%
Fund Age
3 yrs 1 mo
4 yrs 4 mo
AUM
₹90.57 Cr
₹3.89 Cr
Alpha – 1 Year
8.53%
4.58%
Alpha – 3 Years
11.71%
9.08%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
28.81%
32.74%
Volatility – 3 Years
28.81%
27.24%
Beta – 1 Year
—
1.49
Beta – 3 Years
—
1.30
Sharpe Ratio – 1 Year
0.51
0.20
Sharpe Ratio – 3 Years
0.51
0.49
Worst Rolling Year
—
17.91%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−15.75%
−34.40%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
27
Portfolio P/E
—
52.77
Top 5 Holdings
—
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
Top Sectors
—
—
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%