Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Quantative Alpha Fund vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Quantative Alpha Fund
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.45%
4.02%
6 Months
4.04%
10.61%
1 Year
9.71%
3.27%
3 Years
—
5.81%
5 Years
—
4.77%
Since Inception
11.82%
12.23%
Fund Age
19 mo
7 yrs 7 mo
AUM
₹27.45 Cr
₹1,666.24 Cr
Alpha – 1 Year
2.86%
3.70%
Alpha – 3 Years
—
−2.76%
Information Ratio – 3 Years
—
-0.29
Volatility – 1 Year
19.95%
19.50%
Volatility – 3 Years
—
16.37%
Beta – 1 Year
2.01
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.23
-0.02
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
0.36%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−23.56%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.77%
Median Rolling Year
—
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 42% · M 32% · S 25%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
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%
0% / 0% / 0%