Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Oro-alpha compounders
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%
2.98%
6 Months
16.98%
−0.13%
1 Year
13.25%
−2.80%
3 Years
23.80%
13.20%
5 Years
—
—
Since Inception
27.59%
13.51%
Fund Age
3 yrs 1 mo
3 yrs 8 mo
AUM
₹90.57 Cr
₹30.6 Cr
Alpha – 1 Year
8.53%
−5.78%
Alpha – 3 Years
11.71%
1.30%
Information Ratio – 3 Years
—
0.16
Volatility – 1 Year
28.81%
16.62%
Volatility – 3 Years
28.81%
16.99%
Beta – 1 Year
—
0.93
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.51
-0.42
Sharpe Ratio – 3 Years
0.51
0.50
Worst Rolling Year
—
13.00%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.75%
−20.23%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.04%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 44% · M 26% · S 17%
Number of Stocks
—
24
Portfolio P/E
—
32.10
Top 5 Holdings
—
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
—
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%