Portfolio Management Services (PMS)Compare Schemes
FIRST--Moderate strategy vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
FIRST--Moderate strategy
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
4.42%
6 Months
4.10%
4.79%
1 Year
8.70%
−0.59%
3 Years
—
11.57%
5 Years
—
13.86%
Since Inception
9.63%
15.96%
Fund Age
2 yrs 4 mo
5 yrs 5 mo
AUM
₹98.62 Cr
₹45.81 Cr
Alpha – 1 Year
3.50%
−5.31%
Alpha – 3 Years
—
−0.52%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
0.83%
21.96%
Volatility – 3 Years
—
17.35%
Beta – 1 Year
0.26
1.19
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
3.58
-0.16
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
10.84%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−22.24%
Recovery Period
—
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 23% · M 4% · S 73%
Number of Stocks
—
16
Portfolio P/E
—
22.00
Top 5 Holdings
—
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
—
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%