Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
MoneyGrow Asset-Large Midcap
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%
1.12%
6 Months
16.98%
9.15%
1 Year
13.25%
11.50%
3 Years
23.80%
15.21%
5 Years
—
—
Since Inception
27.59%
17.99%
Fund Age
3 yrs 1 mo
3 yrs 4 mo
AUM
₹90.57 Cr
₹113.51 Cr
Alpha – 1 Year
8.53%
11.85%
Alpha – 3 Years
11.71%
6.21%
Information Ratio – 3 Years
—
0.97
Volatility – 1 Year
28.81%
21.57%
Volatility – 3 Years
28.81%
16.25%
Beta – 1 Year
—
1.26
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
0.51
0.37
Sharpe Ratio – 3 Years
0.51
0.63
Worst Rolling Year
—
14.24%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.75%
−19.23%
Recovery Period
36 days
79 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.47%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 33% · M 28% · S 38%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%