Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Wright Factor Fund
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%
10.96%
6 Months
16.98%
14.84%
1 Year
13.25%
16.93%
3 Years
23.80%
—
5 Years
—
—
Since Inception
27.59%
20.33%
Fund Age
3 yrs 1 mo
3 yrs
AUM
₹90.57 Cr
₹214.05 Cr
Alpha – 1 Year
8.53%
12.21%
Alpha – 3 Years
11.71%
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
28.81%
22.29%
Volatility – 3 Years
28.81%
21.03%
Beta – 1 Year
—
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.51
0.57
Sharpe Ratio – 3 Years
0.51
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.75%
−27.91%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
Top 5 Holdings
—
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%