Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.05%
1.47%
6 Months
16.98%
5.42%
1 Year
13.25%
9.64%
3 Years
23.80%
10.36%
5 Years
—
7.75%
Since Inception
27.59%
11.08%
Fund Age
3 yrs 1 mo
9 yrs 11 mo
AUM
₹90.57 Cr
₹66.05 Cr
Alpha – 1 Year
8.53%
9.99%
Alpha – 3 Years
11.71%
1.36%
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
28.81%
17.05%
Volatility – 3 Years
28.81%
14.23%
Beta – 1 Year
—
1.05
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.51
0.31
Sharpe Ratio – 3 Years
0.51
0.40
Worst Rolling Year
—
0.57%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−15.75%
−17.08%
Recovery Period
36 days
233 days
1-Year Rolling Windows Positive
—
99.96%
Median Rolling Year
—
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
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23
Portfolio P/E
—
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Top 5 Holdings
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ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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