Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
16.98%
8.02%
1 Year
13.25%
5.50%
3 Years
23.80%
7.60%
5 Years
—
9.19%
Since Inception
27.59%
14.35%
Fund Age
3 yrs 1 mo
5 yrs 9 mo
AUM
₹90.57 Cr
₹11.85 Cr
Alpha – 1 Year
8.53%
0.78%
Alpha – 3 Years
11.71%
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
28.81%
20.18%
Volatility – 3 Years
28.81%
17.74%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.51
0.10
Sharpe Ratio – 3 Years
0.51
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−15.75%
−24.84%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%