Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
IFM Flexicap Growth 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%
1.96%
6 Months
16.98%
11.95%
1 Year
13.25%
7.86%
3 Years
23.80%
—
5 Years
—
—
Since Inception
27.59%
0.34%
Fund Age
3 yrs 1 mo
13 mo
AUM
₹90.57 Cr
₹18.23 Cr
Alpha – 1 Year
8.53%
3.14%
Alpha – 3 Years
11.71%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
28.81%
25.09%
Volatility – 3 Years
28.81%
—
Beta – 1 Year
—
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
0.20
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.75%
−18.22%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 48% · M 3% · S 35%
Number of Stocks
—
13
Portfolio P/E
—
14.34
Top 5 Holdings
—
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
—
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
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