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Fortuna Two: Inflation Protect Approach vs MoneyGrow Asset-Small Midcap

Fortuna Two: Inflation Protect Approach

MoneyGrow Asset-Small Midcap

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Growth of ₹1 Crore

Fortuna Two: Inflation Protect Approach

MoneyGrow Asset-Small Midcap

Return for the risk

1 yr return

10%

15%

20%

25%

Nifty 500 · 5.2%

Fortuna Two: Inflation Protect Approach

8.3% • vol 1.6%

MoneyGrow Asset-Small Midcap

21.1% • vol 56.8%

10%

20%

30%

40%

50%

60%

70%

Volatility • 1 yr deviation

1 Month

0.55%

7.59%

6 Months

4.27%

40.12%

1 Year

8.31%

21.10%

3 Years

—

5 Years

—

Since Inception

8.33%

20.13%

Fund Age

2 yrs 9 mo

2 yrs 8 mo

AUM

₹7.58 Cr

₹150.76 Cr

Alpha – 1 Year

3.11%

21.45%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

1.63%

56.76%

Volatility – 3 Years

—

Beta – 1 Year

—

2.39

Beta – 3 Years

—

Sharpe Ratio – 1 Year

1.73

0.48

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−38.85%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

S 96%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Top Sectors

—

Fixed Fee

—

2.00% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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