Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
4.42%
6 Months
22.77%
4.79%
1 Year
24.21%
−0.59%
3 Years
13.20%
11.57%
5 Years
12.56%
13.86%
Since Inception
18.69%
15.96%
Fund Age
7 yrs 4 mo
5 yrs 5 mo
AUM
₹114.64 Cr
₹45.81 Cr
Alpha – 1 Year
19.49%
−5.31%
Alpha – 3 Years
1.43%
−0.52%
Information Ratio – 3 Years
0.12
-0.06
Volatility – 1 Year
24.82%
21.96%
Volatility – 3 Years
21.64%
17.35%
Beta – 1 Year
1.34
1.19
Beta – 3 Years
1.13
1.00
Sharpe Ratio – 1 Year
0.78
-0.16
Sharpe Ratio – 3 Years
0.46
0.42
Worst Rolling Year
10.43%
10.84%
Value at Worst Rolling Year
₹1.10 Cr
₹1.11 Cr
Deepest Drawdown
−24.42%
−22.24%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 23% · M 4% · S 73%
Number of Stocks
32
16
Portfolio P/E
37.13
22.00
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%