Portfolio Management Services (PMS)Compare Schemes
Fortuna One: Long term Capital Compounding Approach vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Fortuna One: Long term Capital Compounding Approach
Xylem Maverick Strategy
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%
9.42%
6 Months
16.98%
52.78%
1 Year
13.25%
27.27%
3 Years
23.80%
—
5 Years
—
—
Since Inception
27.59%
23.72%
Fund Age
3 yrs 1 mo
19 mo
AUM
₹90.57 Cr
₹71.55 Cr
Alpha – 1 Year
8.53%
22.55%
Alpha – 3 Years
11.71%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
28.81%
31.93%
Volatility – 3 Years
28.81%
—
Beta – 1 Year
—
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.51
0.74
Sharpe Ratio – 3 Years
0.51
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.75%
−27.01%
Recovery Period
36 days
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
Top 5 Holdings
—
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Variable Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%