Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Piper Serica Advisors - Leader Portfolio
Fortuna One: Long term Capital Compounding Approach
Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Piper Serica Advisors - Leader Portfolio
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%
3.10%
6 Months
16.98%
24.70%
1 Year
13.25%
21.80%
3 Years
23.80%
16.46%
5 Years
—
12.29%
Since Inception
27.59%
17.31%
Fund Age
3 yrs 1 mo
7 yrs 2 mo
AUM
₹90.57 Cr
₹328.39 Cr
Alpha – 1 Year
8.53%
22.15%
Alpha – 3 Years
11.71%
7.46%
Information Ratio – 3 Years
—
1.55
Volatility – 1 Year
28.81%
22.56%
Volatility – 3 Years
28.81%
18.01%
Beta – 1 Year
—
1.10
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.51
0.85
Sharpe Ratio – 3 Years
0.51
1.07
Worst Rolling Year
—
7.49%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.75%
−21.44%
Recovery Period
36 days
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
—
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 1%