Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Quantative Alpha Fund vs Omni Industry Inc
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Quantative Alpha Fund
Omni Industry Inc
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%
−3.74%
6 Months
4.04%
−0.18%
1 Year
9.71%
—
3 Years
—
—
5 Years
—
—
Since Inception
11.82%
−10.73%
Fund Age
19 mo
8 mo
AUM
₹27.45 Cr
₹1.04 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 31% · M 12% · S 57%
Number of Stocks
—
16
Portfolio P/E
—
17.29
Top 5 Holdings
—
Axis Bank Ltd · 7.00%
State Bank of India · 7.00%
REC Ltd · 7.00%
Bharat Heavy Electricals Ltd · 6.00%
Kalpataru Projects International Ltd · 6.00%
Top Sectors
—
Construction · 50.25%
Capital Goods · 23.50%
Financial Services · 21.00%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%