Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
16.98%
31.10%
1 Year
13.25%
52.47%
3 Years
23.80%
17.74%
5 Years
—
16.38%
Since Inception
27.59%
15.58%
Fund Age
3 yrs 1 mo
16 yrs 9 mo
AUM
₹90.57 Cr
₹132.42 Cr
Alpha – 1 Year
8.53%
47.75%
Alpha – 3 Years
11.71%
5.65%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
28.81%
26.74%
Volatility – 3 Years
28.81%
21.32%
Beta – 1 Year
—
1.30
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.51
1.52
Sharpe Ratio – 3 Years
0.51
0.68
Worst Rolling Year
—
-15.93%
Value at Worst Rolling Year
—
₹0.84 Cr
Deepest Drawdown
−15.75%
−20.79%
Recovery Period
36 days
134 days
1-Year Rolling Windows Positive
—
89.14%
Median Rolling Year
—
15.32%
5-Year Rolling Windows Positive
—
96.48%
Market-Cap Mix
—
M 9% · S 83%
Number of Stocks
—
26
Portfolio P/E
—
31.63
Top 5 Holdings
—
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
—
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%