Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Master Trust India Growth Strategy
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%
5.45%
6 Months
16.98%
16.85%
1 Year
13.25%
9.30%
3 Years
23.80%
14.05%
5 Years
—
14.30%
Since Inception
27.59%
24.29%
Fund Age
3 yrs 1 mo
14 yrs 10 mo
AUM
₹90.57 Cr
₹372.24 Cr
Alpha – 1 Year
8.53%
4.58%
Alpha – 3 Years
11.71%
1.97%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
28.81%
21.18%
Volatility – 3 Years
28.81%
20.18%
Beta – 1 Year
—
1.04
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.51
0.27
Sharpe Ratio – 3 Years
0.51
0.49
Worst Rolling Year
—
-10.46%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−15.75%
−23.77%
Recovery Period
36 days
99 days
1-Year Rolling Windows Positive
—
93.61%
Median Rolling Year
—
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1.5% / 0.5%