Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Systamatix - Dynamic Investment
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%
7.60%
6 Months
16.98%
26.61%
1 Year
13.25%
33.69%
3 Years
23.80%
25.74%
5 Years
—
21.83%
Since Inception
27.59%
—
Fund Age
3 yrs 1 mo
8 yrs 4 mo
AUM
₹90.57 Cr
₹158.52 Cr
Alpha – 1 Year
8.53%
29.93%
Alpha – 3 Years
11.71%
14.85%
Information Ratio – 3 Years
—
1.52
Volatility – 1 Year
28.81%
19.82%
Volatility – 3 Years
28.81%
19.44%
Beta – 1 Year
—
1.03
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.51
1.29
Sharpe Ratio – 3 Years
0.51
1.16
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.75%
—
Recovery Period
36 days
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 28% · S 38%
Number of Stocks
—
20
Portfolio P/E
—
—
Top 5 Holdings
—
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%