Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.05%
0.40%
6 Months
16.98%
4.60%
1 Year
13.25%
−5.85%
3 Years
23.80%
5.64%
5 Years
—
—
Since Inception
27.59%
−0.46%
Fund Age
3 yrs 1 mo
4 yrs 7 mo
AUM
₹90.57 Cr
₹87.75 Cr
Alpha – 1 Year
8.53%
−8.83%
Alpha – 3 Years
11.71%
−6.25%
Information Ratio – 3 Years
—
-0.73
Volatility – 1 Year
28.81%
16.46%
Volatility – 3 Years
28.81%
15.18%
Beta – 1 Year
—
0.88
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.51
-0.62
Sharpe Ratio – 3 Years
0.51
0.08
Worst Rolling Year
—
-2.49%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−15.75%
−20.88%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
87.97%
Median Rolling Year
—
5.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 4% · S 79%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%