Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
5.48%
6 Months
10.26%
13.51%
1 Year
20.10%
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
21.53%
19.28%
Fund Age
18 mo
4 yrs 2 mo
AUM
₹79.16 Cr
₹36.17 Cr
Alpha – 1 Year
17.12%
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
19.38%
24.66%
Volatility – 3 Years
—
18.82%
Beta – 1 Year
0.85
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.76
-0.05
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.77%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 8% · M 16% · S 76%
Number of Stocks
66
24
Portfolio P/E
52.54
29.70
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%