Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
SHREE SMART MARKET 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%
1.81%
6 Months
16.98%
1.04%
1 Year
13.25%
0.26%
3 Years
23.80%
5.24%
5 Years
—
—
Since Inception
27.59%
8.72%
Fund Age
3 yrs 1 mo
4 yrs 3 mo
AUM
₹90.57 Cr
₹53.49 Cr
Alpha – 1 Year
8.53%
0.69%
Alpha – 3 Years
11.71%
−3.33%
Information Ratio – 3 Years
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—
Volatility – 1 Year
28.81%
17.93%
Volatility – 3 Years
28.81%
23.60%
Beta – 1 Year
—
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
0.06
Sharpe Ratio – 3 Years
0.51
0.67
Worst Rolling Year
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—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.75%
−13.25%
Recovery Period
36 days
92 days
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
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—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—