Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Shriram Future GEMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.05%
2.93%
6 Months
16.98%
1.59%
1 Year
13.25%
25.48%
3 Years
23.80%
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5 Years
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Since Inception
27.59%
30.29%
Fund Age
3 yrs 1 mo
18 mo
AUM
₹90.57 Cr
₹0.8 Cr
Alpha – 1 Year
8.53%
25.83%
Alpha – 3 Years
11.71%
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Information Ratio – 3 Years
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Volatility – 1 Year
28.81%
16.88%
Volatility – 3 Years
28.81%
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Beta – 1 Year
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0.86
Beta – 3 Years
—
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Sharpe Ratio – 1 Year
0.51
1.13
Sharpe Ratio – 3 Years
0.51
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
−15.75%
−15.67%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
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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