Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
4.42%
6 Months
13.51%
4.79%
1 Year
1.35%
−0.59%
3 Years
13.26%
11.57%
5 Years
—
13.86%
Since Inception
19.28%
15.96%
Fund Age
4 yrs 2 mo
5 yrs 5 mo
AUM
₹36.17 Cr
₹45.81 Cr
Alpha – 1 Year
−3.37%
−5.31%
Alpha – 3 Years
1.17%
−0.52%
Information Ratio – 3 Years
0.14
-0.06
Volatility – 1 Year
24.66%
21.96%
Volatility – 3 Years
18.82%
17.35%
Beta – 1 Year
1.31
1.19
Beta – 3 Years
1.10
1.00
Sharpe Ratio – 1 Year
-0.05
-0.16
Sharpe Ratio – 3 Years
0.48
0.42
Worst Rolling Year
12.70%
10.84%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−26.89%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
L 23% · M 4% · S 73%
Number of Stocks
24
16
Portfolio P/E
29.70
22.00
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%
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%