Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
4.05%
3.12%
6 Months
16.98%
20.18%
1 Year
13.25%
17.30%
3 Years
23.80%
18.32%
5 Years
—
—
Since Inception
27.59%
21.17%
Fund Age
3 yrs 1 mo
3 yrs 2 mo
AUM
₹90.57 Cr
₹171.55 Cr
Alpha – 1 Year
8.53%
12.58%
Alpha – 3 Years
11.71%
6.23%
Information Ratio – 3 Years
—
0.82
Volatility – 1 Year
28.81%
24.39%
Volatility – 3 Years
28.81%
21.61%
Beta – 1 Year
—
1.30
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.51
0.55
Sharpe Ratio – 3 Years
0.51
0.70
Worst Rolling Year
—
18.30%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−15.75%
−26.88%
Recovery Period
36 days
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.41%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
—
82
Portfolio P/E
—
—
Top 5 Holdings
—
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%