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Fractal Capital - Opportunities vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
13.51%
2.04%
1 Year
1.35%
13.04%
3 Years
13.26%
15.74%
5 Years
—
14.15%
Since Inception
19.28%
15.13%
Fund Age
4 yrs 2 mo
14 yrs 1 mo
AUM
₹36.17 Cr
₹850.7 Cr
Alpha – 1 Year
−3.37%
13.39%
Alpha – 3 Years
1.17%
6.74%
Information Ratio – 3 Years
0.14
1.02
Volatility – 1 Year
24.66%
18.01%
Volatility – 3 Years
18.82%
15.42%
Beta – 1 Year
1.31
1.04
Beta – 3 Years
1.10
0.99
Sharpe Ratio – 1 Year
-0.05
0.48
Sharpe Ratio – 3 Years
0.48
0.76
Worst Rolling Year
12.70%
-19.06%
Value at Worst Rolling Year
₹1.13 Cr
₹0.81 Cr
Deepest Drawdown
−26.89%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
19.63%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 8% · M 16% · S 76%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%