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Fortuna One: Long term Capital Compounding Approach vs Right Horizons - Alphabots Midcap 29
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Fortuna One: Long term Capital Compounding Approach
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
16.98%
8.08%
1 Year
13.25%
10.16%
3 Years
23.80%
15.60%
5 Years
—
—
Since Inception
27.59%
19.84%
Fund Age
3 yrs 1 mo
6 yrs 11 mo
AUM
₹90.57 Cr
₹3.18 Cr
Alpha – 1 Year
8.53%
7.18%
Alpha – 3 Years
11.71%
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
28.81%
19.93%
Volatility – 3 Years
28.81%
18.09%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
0.51
0.31
Sharpe Ratio – 3 Years
0.51
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−15.75%
−19.38%
Recovery Period
36 days
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
—
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –