Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Fractal Capital - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
5.48%
6 Months
−2.30%
13.51%
1 Year
1.68%
1.35%
3 Years
13.91%
13.26%
5 Years
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—
Since Inception
14.05%
19.28%
Fund Age
3 yrs 10 mo
4 yrs 2 mo
AUM
₹53.78 Cr
₹36.17 Cr
Alpha – 1 Year
−3.04%
−3.37%
Alpha – 3 Years
1.82%
1.17%
Information Ratio – 3 Years
0.34
0.14
Volatility – 1 Year
15.80%
24.66%
Volatility – 3 Years
15.64%
18.82%
Beta – 1 Year
0.86
1.31
Beta – 3 Years
0.97
1.10
Sharpe Ratio – 1 Year
-0.15
-0.05
Sharpe Ratio – 3 Years
0.71
0.48
Worst Rolling Year
15.78%
12.70%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−18.40%
−26.89%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
19.63%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 8% · M 16% · S 76%
Number of Stocks
—
24
Portfolio P/E
—
29.70
Top 5 Holdings
—
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
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—
Fixed Fee
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%