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Fortuna Two: Inflation Protect Approach vs Money Life - Mas Prime

Fortuna Two: Inflation Protect Approach

Money Life - Mas Prime

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Growth of ₹1 Crore

Fortuna Two: Inflation Protect Approach

Money Life - Mas Prime

Return for the risk

3 yrs return

15%

20%

25%

Money Life - Mas Prime

21.6% • vol 21.6%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.55%

6.82%

6 Months

4.27%

25.39%

1 Year

8.31%

17.69%

3 Years

—

21.57%

5 Years

—

14.87%

Since Inception

8.33%

17.17%

Fund Age

2 yrs 9 mo

6 yrs 10 mo

AUM

₹7.58 Cr

₹119.43 Cr

Alpha – 1 Year

3.11%

18.04%

Alpha – 3 Years

—

12.57%

Information Ratio – 3 Years

—

0.68

Volatility – 1 Year

1.63%

26.38%

Volatility – 3 Years

—

21.61%

Beta – 1 Year

—

0.88

Beta – 3 Years

—

0.85

Sharpe Ratio – 1 Year

1.73

0.54

Sharpe Ratio – 3 Years

—

0.77

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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

1.00% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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