Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Fortune Wealth - Multicap Value Fund
Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Add SchemeReturn for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.42%
0.32%
6 Months
5.54%
1.29%
1 Year
14.83%
4.91%
3 Years
—
—
5 Years
—
—
Since Inception
7.05%
6.59%
Fund Age
2 yrs 4 mo
3 yrs 4 mo
AUM
₹372.29 Cr
₹1.17 Cr
Alpha – 1 Year
10.11%
5.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.78%
7.14%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
-0.03
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
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—