Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Multicap Value Fund vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Multicap Value Fund
Right Horizons - All Seasons
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.42%
1.32%
6 Months
5.54%
3.83%
1 Year
14.83%
9.77%
3 Years
—
13.19%
5 Years
—
12.01%
Since Inception
7.05%
14.38%
Fund Age
2 yrs 4 mo
6 yrs 8 mo
AUM
₹372.29 Cr
₹42.66 Cr
Alpha – 1 Year
10.11%
3.80%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
21.78%
15.84%
Volatility – 3 Years
—
12.64%
Beta – 1 Year
1.21
1.56
Beta – 3 Years
—
1.48
Sharpe Ratio – 1 Year
0.46
0.32
Sharpe Ratio – 3 Years
—
0.70
Worst Rolling Year
—
9.09%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−15.18%
Recovery Period
—
119 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 37% · M 21% · S 27%
Number of Stocks
—
16
Portfolio P/E
—
—
Top 5 Holdings
—
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%