Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Fortuna One: Long term Capital Compounding Approach
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.05%
−3.00%
6 Months
16.98%
11.07%
1 Year
13.25%
9.25%
3 Years
23.80%
3.01%
5 Years
—
—
Since Inception
27.59%
10.50%
Fund Age
3 yrs 1 mo
4 yrs 2 mo
AUM
₹90.57 Cr
₹74.56 Cr
Alpha – 1 Year
8.53%
6.27%
Alpha – 3 Years
11.71%
−8.88%
Information Ratio – 3 Years
—
-0.48
Volatility – 1 Year
28.81%
15.51%
Volatility – 3 Years
28.81%
18.23%
Beta – 1 Year
—
0.71
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.51
0.29
Sharpe Ratio – 3 Years
0.51
-0.05
Worst Rolling Year
—
3.02%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−15.75%
−41.63%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
0.90% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%