Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Motilal Oswal-Founders
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%
0.25%
6 Months
16.98%
15.19%
1 Year
13.25%
3.21%
3 Years
23.80%
19.65%
5 Years
—
—
Since Inception
27.59%
25.09%
Fund Age
3 yrs 1 mo
3 yrs 5 mo
AUM
₹90.57 Cr
₹4,148.34 Cr
Alpha – 1 Year
8.53%
0.23%
Alpha – 3 Years
11.71%
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
28.81%
21.54%
Volatility – 3 Years
28.81%
22.15%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.51
-0.01
Sharpe Ratio – 3 Years
0.51
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.75%
−27.91%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
Top 5 Holdings
—
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%