Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Karma - 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%
4.30%
6 Months
16.98%
9.50%
1 Year
13.25%
10.30%
3 Years
23.80%
13.40%
5 Years
—
13.85%
Since Inception
27.59%
12.90%
Fund Age
3 yrs 1 mo
19 yrs 8 mo
AUM
₹90.57 Cr
₹295.65 Cr
Alpha – 1 Year
8.53%
5.60%
Alpha – 3 Years
11.71%
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
28.81%
20.18%
Volatility – 3 Years
28.81%
17.30%
Beta – 1 Year
—
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.51
0.32
Sharpe Ratio – 3 Years
0.51
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
−15.75%
−12.92%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
—
L 21% · M 15% · S 62%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –