Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs ICICI Prudential- Rising Stars Strategy
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
ICICI Prudential- Rising Stars Strategy
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%
−6.06%
6 Months
13.51%
14.81%
1 Year
1.35%
—
3 Years
13.26%
—
5 Years
—
—
Since Inception
19.28%
6.62%
Fund Age
4 yrs 2 mo
7 mo
AUM
₹36.17 Cr
₹376.54 Cr
Alpha – 1 Year
−3.37%
—
Alpha – 3 Years
1.17%
—
Information Ratio – 3 Years
0.14
—
Volatility – 1 Year
24.66%
—
Volatility – 3 Years
18.82%
—
Beta – 1 Year
1.31
—
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
-0.05
—
Sharpe Ratio – 3 Years
0.48
—
Worst Rolling Year
12.70%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.89%
—
Recovery Period
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 16% · S 76%
L 2% · M 28% · S 68%
Number of Stocks
24
33
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%
FSN E-Commerce Ventures Ltd · 4.92%
Indo Count Industries Ltd · 4.91%
Honasa Consumer Ltd · 4.71%
Vijaya Diagnostic Centre Ltd · 4.65%
National Aluminium Company Ltd · 4.11%
Top Sectors
—
Financial Services · 17.61%
Capital Goods · 12.59%
Automobile and Auto Components · 11.41%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—