Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Multicap Value Fund
Invesco - Challengers
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
1.41%
6 Months
5.54%
13.18%
1 Year
14.83%
2.91%
3 Years
—
14.27%
5 Years
—
—
Since Inception
7.05%
11.83%
Fund Age
2 yrs 4 mo
4 yrs 11 mo
AUM
₹372.29 Cr
₹31.01 Cr
Alpha – 1 Year
10.11%
−1.81%
Alpha – 3 Years
—
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
21.78%
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
1.21
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.46
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−24.73%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 37% · M 30% · S 33%
Number of Stocks
—
26
Portfolio P/E
—
54.84
Top 5 Holdings
—
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—