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Fortuna One: Long term Capital Compounding Approach vs MoneyGrow Asset-Small Midcap

Fortuna One: Long term Capital Compounding Approach

MoneyGrow Asset-Small Midcap

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Growth of ₹1 Crore

Fortuna One: Long term Capital Compounding Approach

MoneyGrow Asset-Small Midcap

Return for the risk

3 yrs return

10%

15%

20%

25%

30%

Nifty 500 · 12.1%

Fortuna One: Long term Capital Compounding Approach

23.8% • vol 28.8%

20%

30%

40%

Volatility • 3 yrs deviation

1 Month

4.05%

7.59%

6 Months

16.98%

40.12%

1 Year

13.25%

21.10%

3 Years

23.80%

—

5 Years

—

Since Inception

27.59%

20.13%

Fund Age

3 yrs 1 mo

2 yrs 8 mo

AUM

₹90.57 Cr

₹150.76 Cr

Alpha – 1 Year

8.53%

21.45%

Alpha – 3 Years

11.71%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

28.81%

56.76%

Volatility – 3 Years

28.81%

—

Beta – 1 Year

—

2.39

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.51

0.48

Sharpe Ratio – 3 Years

0.51

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−15.75%

−38.85%

Recovery Period

36 days

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

S 96%

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%

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