Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs Qode All Weather
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Multicap Value Fund
Qode All Weather
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.42%
2.03%
6 Months
5.54%
2.88%
1 Year
14.83%
29.75%
3 Years
—
—
5 Years
—
—
Since Inception
7.05%
23.85%
Fund Age
2 yrs 4 mo
1 yr 9 mo
AUM
₹372.29 Cr
₹195.05 Cr
Alpha – 1 Year
10.11%
30.10%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.78%
10.42%
Volatility – 3 Years
—
—
Beta – 1 Year
1.21
0.12
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
2.07
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−8.29%
Recovery Period
—
Not yet recovered
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
0.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%