Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.48%
0.97%
6 Months
13.51%
6.33%
1 Year
1.35%
−0.99%
3 Years
13.26%
6.26%
5 Years
—
6.47%
Since Inception
19.28%
5.18%
Fund Age
4 yrs 2 mo
19 yrs 5 mo
AUM
₹36.17 Cr
₹95.89 Cr
Alpha – 1 Year
−3.37%
2.51%
Alpha – 3 Years
1.17%
−2.73%
Information Ratio – 3 Years
0.14
-0.10
Volatility – 1 Year
24.66%
20.93%
Volatility – 3 Years
18.82%
17.77%
Beta – 1 Year
1.31
1.14
Beta – 3 Years
1.10
1.05
Sharpe Ratio – 1 Year
-0.05
-0.20
Sharpe Ratio – 3 Years
0.48
0.23
Worst Rolling Year
12.70%
-21.50%
Value at Worst Rolling Year
₹1.13 Cr
₹0.79 Cr
Deepest Drawdown
−26.89%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
74.63%
Median Rolling Year
19.63%
10.39%
5-Year Rolling Windows Positive
—
82.76%
Market-Cap Mix
L 8% · M 16% · S 76%
L 77% · M 12% · S 11%
Number of Stocks
24
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
—
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%