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Fortuna Two: Inflation Protect Approach vs Maxiom PMS - SPARK Small Cap Quality Growth Strategy

Fortuna Two: Inflation Protect Approach

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

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Growth of ₹1 Crore

Fortuna Two: Inflation Protect Approach

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

Return for the risk

1 yr return

10%

15%

Nifty 500 · 5.2%

Fortuna Two: Inflation Protect Approach

8.3% • vol 1.6%

Maxiom PMS - SPARK Small Cap Quality Growth Strategy

6.5% • vol 26%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.55%

3.70%

6 Months

4.27%

20.34%

1 Year

8.31%

6.50%

3 Years

—

12.52%

5 Years

—

Since Inception

8.33%

14.18%

Fund Age

2 yrs 9 mo

3 yrs 2 mo

AUM

₹7.58 Cr

₹20.56 Cr

Alpha – 1 Year

3.11%

6.85%

Alpha – 3 Years

—

3.53%

Information Ratio – 3 Years

—

Volatility – 1 Year

1.63%

26.04%

Volatility – 3 Years

—

Beta – 1 Year

—

1.29

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.73

0.05

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

S 100%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Bajaj Auto Ltd · 6.00%

Solar Industries India Ltd · 5.64%

Bharat Electronics Ltd · 5.46%

Cholamandalam Investment & Finance Company Ltd · 5.00%

Aditya Birla Capital Ltd · 4.90%

Top Sectors

—

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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