MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
Fortis Monthly Income Plan-Regular Plan-Quarterly Dividend Option
Side-by-side metrics
Metric#110843
SchemeFortis Monthly Income Plan-Regular Plan-Quarterly Dividend Option
HouseFortis Mutual Fund
CategoryIncome
Latest NAV₹9.9934
1M return0.33%
3M return-0.74%
6M return-0.15%
1Y return-1.98%
3Y CAGR
5Y CAGR
Inception CAGR1.36%
σ 1Y (annualized)4.12%
σ 3Y (annualized)7.16%
Max drawdown (all)-9.29%
Sharpe 1Y (rf=6%)-1.96
Sharpe 3Y (rf=6%)-0.64