Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
4.42%
6 Months
−5.38%
4.79%
1 Year
−6.70%
−0.59%
3 Years
7.98%
11.57%
5 Years
—
13.86%
Since Inception
7.98%
15.96%
Fund Age
2 yrs 11 mo
5 yrs 5 mo
AUM
₹7.31 Cr
₹45.81 Cr
Alpha – 1 Year
−6.35%
−5.31%
Alpha – 3 Years
−1.02%
−0.52%
Information Ratio – 3 Years
-0.08
-0.06
Volatility – 1 Year
17.44%
21.96%
Volatility – 3 Years
15.65%
17.35%
Beta – 1 Year
1.08
1.19
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.61
-0.16
Sharpe Ratio – 3 Years
0.22
0.42
Worst Rolling Year
—
10.84%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−21.15%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 23% · M 4% · S 73%
Number of Stocks
66
16
Portfolio P/E
27.03
22.00
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%