Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs MoneyGrow Asset-Small Midcap
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Multicap Value Fund
MoneyGrow Asset-Small Midcap
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
40%
50%
60%
70%
Volatility • 1 yr deviation
1 Month
0.42%
7.59%
6 Months
5.54%
40.12%
1 Year
14.83%
21.10%
3 Years
—
—
5 Years
—
—
Since Inception
7.05%
20.13%
Fund Age
2 yrs 4 mo
2 yrs 8 mo
AUM
₹372.29 Cr
₹150.76 Cr
Alpha – 1 Year
10.11%
21.45%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.78%
56.76%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
2.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
0.48
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−38.85%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 96%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
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%
3% / 2% / 1%