Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
KEDIA - Multi Cap
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%
2.23%
6 Months
13.51%
7.97%
1 Year
1.35%
6.21%
3 Years
13.26%
12.78%
5 Years
—
14.19%
Since Inception
19.28%
16.41%
Fund Age
4 yrs 2 mo
7 yrs 3 mo
AUM
₹36.17 Cr
₹115.97 Cr
Alpha – 1 Year
−3.37%
1.49%
Alpha – 3 Years
1.17%
0.69%
Information Ratio – 3 Years
0.14
0.20
Volatility – 1 Year
24.66%
15.75%
Volatility – 3 Years
18.82%
15.69%
Beta – 1 Year
1.31
0.82
Beta – 3 Years
1.10
0.88
Sharpe Ratio – 1 Year
-0.05
0.12
Sharpe Ratio – 3 Years
0.48
0.51
Worst Rolling Year
12.70%
11.84%
Value at Worst Rolling Year
₹1.13 Cr
₹1.12 Cr
Deepest Drawdown
−26.89%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
—
Number of Stocks
24
35
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%
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%