Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Prabhudas Lilladher - Elevate
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Prabhudas Lilladher - Elevate
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.05%
18.21%
6 Months
16.98%
19.98%
1 Year
13.25%
30.53%
3 Years
23.80%
—
5 Years
—
—
Since Inception
27.59%
18.35%
Fund Age
3 yrs 1 mo
2 yrs 8 mo
AUM
₹90.57 Cr
—
Alpha – 1 Year
8.53%
26.89%
Alpha – 3 Years
11.71%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
28.81%
21.52%
Volatility – 3 Years
28.81%
—
Beta – 1 Year
—
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
1.10
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.75%
−15.37%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 6% · M 16% · S 54%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Hindustan Copper Ltd · 7.55%
Jayaswal Neco Industries Ltd · 6.33%
KIOCL Ltd · 5.78%
Borosil Renewables Ltd · 5.18%
Ram Ratna Wires Ltd · 5.13%
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%