Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
NARNOLIA FUSION OPPORTUNITY STRATEGY
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%
2.32%
6 Months
16.98%
15.18%
1 Year
13.25%
5.18%
3 Years
23.80%
8.86%
5 Years
—
—
Since Inception
27.59%
14.74%
Fund Age
3 yrs 1 mo
3 yrs 11 mo
AUM
₹90.57 Cr
₹36.85 Cr
Alpha – 1 Year
8.53%
5.53%
Alpha – 3 Years
11.71%
−0.14%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
28.81%
17.33%
Volatility – 3 Years
28.81%
18.22%
Beta – 1 Year
—
0.72
Beta – 3 Years
—
0.66
Sharpe Ratio – 1 Year
0.51
0.08
Sharpe Ratio – 3 Years
0.51
0.27
Worst Rolling Year
—
8.86%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.75%
−35.06%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%