Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Quantative Alpha Fund vs Investvalue India Winners Portfolio
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Quantative Alpha Fund
Investvalue India Winners Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 6.8%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.45%
5.49%
6 Months
4.04%
—
1 Year
9.71%
—
3 Years
—
—
5 Years
—
—
Since Inception
11.82%
17.31%
Fund Age
19 mo
5 mo
AUM
₹27.45 Cr
₹30.77 Cr
Alpha – 1 Year
2.86%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.95%
—
Volatility – 3 Years
—
—
Beta – 1 Year
2.01
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
—
Sharpe Ratio – 3 Years
—
—
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
—
L 20% · M 23% · S 49%
Number of Stocks
—
20
Portfolio P/E
—
53.40
Top 5 Holdings
—
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
Top Sectors
—
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
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%