Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs Northern Arc Income Builder Series C
Add SchemeReturn for the risk
1 yr return
0%
5%
10%
15%
20%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.42%
0.43%
6 Months
5.54%
8.64%
1 Year
14.83%
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3 Years
—
—
5 Years
—
—
Since Inception
7.05%
9.49%
Fund Age
2 yrs 4 mo
2 yrs 7 mo
AUM
₹372.29 Cr
₹48.67 Cr
Alpha – 1 Year
10.11%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.78%
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Volatility – 3 Years
—
—
Beta – 1 Year
1.21
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
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Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
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Median Rolling Year
—
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5-Year Rolling Windows Positive
—
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Market-Cap Mix
—
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Number of Stocks
—
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
1.50% / yr
0.60% / yr
Performance Fee / Plan
Fixed Plan
0% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%