Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
0.53%
6 Months
13.51%
5.22%
1 Year
1.35%
8.94%
3 Years
13.26%
10.33%
5 Years
—
10.77%
Since Inception
19.28%
10.49%
Fund Age
4 yrs 2 mo
9 yrs 9 mo
AUM
₹36.17 Cr
₹67.62 Cr
Alpha – 1 Year
−3.37%
−0.44%
Alpha – 3 Years
1.17%
0.76%
Information Ratio – 3 Years
0.14
0.44
Volatility – 1 Year
24.66%
2.31%
Volatility – 3 Years
18.82%
1.38%
Beta – 1 Year
1.31
0.41
Beta – 3 Years
1.10
0.46
Sharpe Ratio – 1 Year
-0.05
1.46
Sharpe Ratio – 3 Years
0.48
3.36
Worst Rolling Year
12.70%
9.87%
Value at Worst Rolling Year
₹1.13 Cr
₹1.10 Cr
Deepest Drawdown
−26.89%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
—
Number of Stocks
24
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
—
Others · 99.75%
Government · 0.23%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%