Portfolio Management Services (PMS)Compare Schemes
Fortune Wealth - Quantative Alpha Fund vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Fortune Wealth - Quantative Alpha Fund
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 6.8%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.45%
−0.67%
6 Months
4.04%
−7.55%
1 Year
9.71%
0.34%
3 Years
—
—
5 Years
—
—
Since Inception
11.82%
12.70%
Fund Age
19 mo
2 yrs 3 mo
AUM
₹27.45 Cr
₹7.52 Cr
Alpha – 1 Year
2.86%
−2.64%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.95%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
2.01
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.23
-0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
Top 5 Holdings
—
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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—
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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