Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Multicap Value Fund
MOAT - Moderate Compounders
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
2.75%
6 Months
5.54%
8.17%
1 Year
14.83%
3.28%
3 Years
—
8.41%
5 Years
—
12.53%
Since Inception
7.05%
11.01%
Fund Age
2 yrs 4 mo
12 yrs 9 mo
AUM
₹372.29 Cr
₹16.57 Cr
Alpha – 1 Year
10.11%
−1.44%
Alpha – 3 Years
—
−3.68%
Information Ratio – 3 Years
—
-0.32
Volatility – 1 Year
21.78%
20.74%
Volatility – 3 Years
—
17.91%
Beta – 1 Year
1.21
1.13
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
0.46
0.00
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
-16.89%
Value at Worst Rolling Year
—
₹0.83 Cr
Deepest Drawdown
—
−28.21%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
73.60%
Median Rolling Year
—
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%