Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Incred Active Momentum Strategy
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%
2.70%
6 Months
16.98%
4.80%
1 Year
13.25%
0.40%
3 Years
23.80%
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5 Years
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Since Inception
27.59%
2.40%
Fund Age
3 yrs 1 mo
17 mo
AUM
₹90.57 Cr
₹16.3 Cr
Alpha – 1 Year
8.53%
−2.60%
Alpha – 3 Years
11.71%
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Information Ratio – 3 Years
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Volatility – 1 Year
28.81%
17.55%
Volatility – 3 Years
28.81%
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Beta – 1 Year
—
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
-0.19
Sharpe Ratio – 3 Years
0.51
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
−15.75%
−14.81%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 61% · M 36%
Number of Stocks
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25
Portfolio P/E
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33.22
Top 5 Holdings
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Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
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Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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