Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Incred-Small & MidCap PMS
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%
4.27%
6 Months
13.51%
−8.15%
1 Year
1.35%
−5.39%
3 Years
13.26%
10.81%
5 Years
—
—
Since Inception
19.28%
11.07%
Fund Age
4 yrs 2 mo
5 yrs
AUM
₹36.17 Cr
₹121.08 Cr
Alpha – 1 Year
−3.37%
−5.32%
Alpha – 3 Years
1.17%
−2.65%
Information Ratio – 3 Years
0.14
-0.15
Volatility – 1 Year
24.66%
24.51%
Volatility – 3 Years
18.82%
24.85%
Beta – 1 Year
1.31
1.17
Beta – 3 Years
1.10
1.18
Sharpe Ratio – 1 Year
-0.05
-0.34
Sharpe Ratio – 3 Years
0.48
0.32
Worst Rolling Year
12.70%
9.88%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−26.89%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
M 20% · S 78%
Number of Stocks
24
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2% / 1% / 0%