Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Incred Active Momentum 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%
2.70%
6 Months
13.51%
4.80%
1 Year
1.35%
0.40%
3 Years
13.26%
—
5 Years
—
—
Since Inception
19.28%
2.40%
Fund Age
4 yrs 2 mo
17 mo
AUM
₹36.17 Cr
₹16.3 Cr
Alpha – 1 Year
−3.37%
−2.60%
Alpha – 3 Years
1.17%
—
Information Ratio – 3 Years
0.14
—
Volatility – 1 Year
24.66%
17.55%
Volatility – 3 Years
18.82%
—
Beta – 1 Year
1.31
0.97
Beta – 3 Years
1.10
—
Sharpe Ratio – 1 Year
-0.05
-0.19
Sharpe Ratio – 3 Years
0.48
—
Worst Rolling Year
12.70%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−26.89%
−14.81%
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 61% · M 36%
Number of Stocks
24
25
Portfolio P/E
29.70
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
—
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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