Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Fortuna One: Long term Capital Compounding Approach
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
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%
3.17%
6 Months
16.98%
6.78%
1 Year
13.25%
13.06%
3 Years
23.80%
8.79%
5 Years
—
—
Since Inception
27.59%
8.64%
Fund Age
3 yrs 1 mo
3 yrs 2 mo
AUM
₹90.57 Cr
₹66.61 Cr
Alpha – 1 Year
8.53%
13.41%
Alpha – 3 Years
11.71%
−0.20%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
28.81%
20.80%
Volatility – 3 Years
28.81%
—
Beta – 1 Year
—
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
0.41
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.75%
—
Recovery Period
36 days
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
—
26
Portfolio P/E
—
—
Top 5 Holdings
—
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%