Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Multicap Value Fund
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.42%
0.50%
6 Months
5.54%
2.02%
1 Year
14.83%
0.60%
3 Years
—
8.21%
5 Years
—
5.75%
Since Inception
7.05%
9.73%
Fund Age
2 yrs 4 mo
6 yrs
AUM
₹372.29 Cr
₹128.19 Cr
Alpha – 1 Year
10.11%
1.03%
Alpha – 3 Years
—
−0.36%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
21.78%
19.24%
Volatility – 3 Years
—
14.76%
Beta – 1 Year
1.21
1.13
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.46
-0.16
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
0.20%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
98.09%
Median Rolling Year
—
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 47% · M 42% · S 11%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%