Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Sundaram Alternate - VOYAGER
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%
4.52%
6 Months
16.98%
24.02%
1 Year
13.25%
36.06%
3 Years
23.80%
24.43%
5 Years
—
16.10%
Since Inception
27.59%
15.98%
Fund Age
3 yrs 1 mo
14 yrs 10 mo
AUM
₹90.57 Cr
₹214.08 Cr
Alpha – 1 Year
8.53%
31.34%
Alpha – 3 Years
11.71%
12.34%
Information Ratio – 3 Years
—
1.07
Volatility – 1 Year
28.81%
26.85%
Volatility – 3 Years
28.81%
19.70%
Beta – 1 Year
—
1.34
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.51
1.08
Sharpe Ratio – 3 Years
0.51
0.96
Worst Rolling Year
—
-9.81%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
−15.75%
−18.65%
Recovery Period
36 days
63 days
1-Year Rolling Windows Positive
—
90.43%
Median Rolling Year
—
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 40% · M 33% · S 24%
Number of Stocks
—
31
Portfolio P/E
—
42.55
Top 5 Holdings
—
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
—
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%