Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Fortuna One: Long term Capital Compounding Approach
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
SHREE RAMA MANAGERS - Shree Wealth Builder Plan
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%
1.87%
6 Months
16.98%
3.49%
1 Year
13.25%
5.55%
3 Years
23.80%
12.97%
5 Years
—
—
Since Inception
27.59%
12.27%
Fund Age
3 yrs 1 mo
4 yrs 3 mo
AUM
₹90.57 Cr
₹25.94 Cr
Alpha – 1 Year
8.53%
−0.42%
Alpha – 3 Years
11.71%
2.07%
Information Ratio – 3 Years
—
0.10
Volatility – 1 Year
28.81%
15.73%
Volatility – 3 Years
28.81%
12.26%
Beta – 1 Year
—
1.56
Beta – 3 Years
—
1.42
Sharpe Ratio – 1 Year
0.51
0.07
Sharpe Ratio – 3 Years
0.51
0.62
Worst Rolling Year
—
11.68%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−15.75%
−11.81%
Recovery Period
36 days
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.02%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Nippon India ETF Nifty 50 BeES · 23.05%
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund - Dir (G) · 21.38%
Nippon India ETF Nifty Midcap 150 · 12.79%
Nippon India ETF Nifty Next 50 Junior BeES · 12.02%
Motilal Oswal NASDAQ-100 ETF · 8.02%
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%