Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Tulsian - PMS
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%
2.21%
6 Months
16.98%
21.04%
1 Year
13.25%
21.34%
3 Years
23.80%
19.08%
5 Years
—
23.67%
Since Inception
27.59%
—
Fund Age
3 yrs 1 mo
6 yrs 4 mo
AUM
₹90.57 Cr
₹364.08 Cr
Alpha – 1 Year
8.53%
21.69%
Alpha – 3 Years
11.71%
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
28.81%
32.28%
Volatility – 3 Years
28.81%
28.08%
Beta – 1 Year
—
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.51
0.58
Sharpe Ratio – 3 Years
0.51
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−15.75%
−31.98%
Recovery Period
36 days
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
—
7.50% / yr
Performance Fee / Plan
—
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%