PMS · Equity · Multi Cap
Fortune Wealth - Multicap Value Fund
Fund size₹372 Cr
IRRSince inception7.05%
1Y return14.83%
Fund age2 yrs 4 mo
Fund Manager
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Fortune Wealth Multicap Value | — | 14.83% | 2.97% | — | — | 7.05% |
| Nifty 500 | −8.38% | 4.72% | −0.11% | — | — | 5.45% |
| Excess over benchmark | — | 10.11% | 3.08% | — | — | 1.60% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Risk : What you take on to earn the return
Volatility
21.78%
Benchmark approx 15.79%
A standard deviation reflecting historical swings.
Sensitivity
1.21
Beta vs benchmark 1.00 · 21% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.46
Sharpe
Excess return gained per unit of volatility.
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 13.33% gross return.
FixedPlan A · SimpleFixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee15% of profit
Hurdle RateAbove 10%
No exit load. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.