Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
IFM Flexicap Growth Fund
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%
1.96%
6 Months
13.51%
11.95%
1 Year
1.35%
7.86%
3 Years
13.26%
—
5 Years
—
—
Since Inception
19.28%
0.34%
Fund Age
4 yrs 2 mo
13 mo
AUM
₹36.17 Cr
₹18.23 Cr
Alpha – 1 Year
−3.37%
3.14%
Alpha – 3 Years
1.17%
—
Information Ratio – 3 Years
0.14
—
Volatility – 1 Year
24.66%
25.09%
Volatility – 3 Years
18.82%
—
Beta – 1 Year
1.31
1.36
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
-0.05
0.20
Sharpe Ratio – 3 Years
0.48
—
Worst Rolling Year
12.70%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.89%
−18.22%
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
—
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Market-Cap Mix
L 8% · M 16% · S 76%
L 48% · M 3% · S 35%
Number of Stocks
24
13
Portfolio P/E
29.70
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
—
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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