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Fortuna Two: Inflation Protect Approach vs MoneyBee-QUEENBEE

Fortuna Two: Inflation Protect Approach

MoneyBee-QUEENBEE

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Growth of ₹1 Crore

Fortuna Two: Inflation Protect Approach

MoneyBee-QUEENBEE

Return for the risk

1 yr return

-10%

-5%

10%

15%

Nifty 500 · 5.2%

Fortuna Two: Inflation Protect Approach

8.3% • vol 1.6%

MoneyBee-QUEENBEE

-2.5% • vol 31.4%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

0.55%

1.65%

6 Months

4.27%

18.05%

1 Year

8.31%

−2.50%

3 Years

—

11.39%

5 Years

—

20.90%

Since Inception

8.33%

19.45%

Fund Age

2 yrs 9 mo

19 yrs 2 mo

AUM

₹7.58 Cr

₹108.27 Cr

Alpha – 1 Year

3.11%

−6.26%

Alpha – 3 Years

—

0.49%

Information Ratio – 3 Years

—

Volatility – 1 Year

1.63%

31.36%

Volatility – 3 Years

—

Beta – 1 Year

—

1.61

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.73

-0.11

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

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Deep Industries Ltd · 24.32%

K.P. Energy Ltd · 14.58%

Suyog Telematics Ltd · 6.69%

Tejas Networks Ltd · 6.15%

Kilburn Engineering Ltd · 5.22%

Top Sectors

—

Fixed Fee

—

1.00% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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