Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs Money Life - Mas Growth
Add SchemeReturn for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.42%
2.70%
6 Months
5.54%
18.50%
1 Year
14.83%
9.19%
3 Years
—
14.83%
5 Years
—
14.00%
Since Inception
7.05%
21.97%
Fund Age
2 yrs 4 mo
6 yrs 10 mo
AUM
₹372.29 Cr
₹147.62 Cr
Alpha – 1 Year
10.11%
9.54%
Alpha – 3 Years
—
5.83%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
21.78%
19.11%
Volatility – 3 Years
—
21.05%
Beta – 1 Year
1.21
0.83
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.46
0.27
Sharpe Ratio – 3 Years
—
0.51
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%