Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs MASK Prime Picks
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
MASK Prime Picks
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%
1.74%
6 Months
16.98%
3.03%
1 Year
13.25%
3.99%
3 Years
23.80%
8.85%
5 Years
—
8.35%
Since Inception
27.59%
10.50%
Fund Age
3 yrs 1 mo
8 yrs 2 mo
AUM
₹90.57 Cr
₹274.26 Cr
Alpha – 1 Year
8.53%
−0.73%
Alpha – 3 Years
11.71%
−3.23%
Information Ratio – 3 Years
—
-0.72
Volatility – 1 Year
28.81%
15.72%
Volatility – 3 Years
28.81%
15.15%
Beta – 1 Year
—
0.89
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
0.51
-0.08
Sharpe Ratio – 3 Years
0.51
0.27
Worst Rolling Year
—
7.13%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.75%
−20.31%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 48% · M 27% · S 18%
Number of Stocks
—
40
Portfolio P/E
—
30.14
Top 5 Holdings
—
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
Top Sectors
—
Financial Services · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
0% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%