Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
SageOne Large and Midcap 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%
2.20%
6 Months
16.98%
6.00%
1 Year
13.25%
4.90%
3 Years
23.80%
18.50%
5 Years
—
—
Since Inception
27.59%
16.60%
Fund Age
3 yrs 1 mo
3 yrs
AUM
₹90.57 Cr
₹209.72 Cr
Alpha – 1 Year
8.53%
0.20%
Alpha – 3 Years
11.71%
6.40%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
28.81%
19.79%
Volatility – 3 Years
28.81%
17.07%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.51
0.07
Sharpe Ratio – 3 Years
0.51
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.75%
−19.68%
Recovery Period
36 days
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 67% · M 33%
Number of Stocks
—
24
Portfolio P/E
—
40.00
Top 5 Holdings
—
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
—
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%