Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Qode All Weather
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Qode All Weather
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%
2.03%
6 Months
16.98%
2.88%
1 Year
13.25%
29.75%
3 Years
23.80%
—
5 Years
—
—
Since Inception
27.59%
23.85%
Fund Age
3 yrs 1 mo
1 yr 9 mo
AUM
₹90.57 Cr
₹195.05 Cr
Alpha – 1 Year
8.53%
30.10%
Alpha – 3 Years
11.71%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
28.81%
10.42%
Volatility – 3 Years
28.81%
—
Beta – 1 Year
—
0.12
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
2.07
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.75%
−8.29%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
0.00% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%