Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Add SchemeReturn for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.42%
3.70%
6 Months
5.54%
20.34%
1 Year
14.83%
6.50%
3 Years
—
12.52%
5 Years
—
—
Since Inception
7.05%
14.18%
Fund Age
2 yrs 4 mo
3 yrs 2 mo
AUM
₹372.29 Cr
₹20.56 Cr
Alpha – 1 Year
10.11%
6.85%
Alpha – 3 Years
—
3.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.78%
26.04%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
0.05
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
—
S 100%
Number of Stocks
—
26
Portfolio P/E
—
—
Top 5 Holdings
—
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%